Shade Tree Advisors’s iShares Gold Trust Micro IAUM Stock Holding History

Shade Tree Advisors’s Portfolio IAUM Stock Details IAUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.67M	Buy	+64,515	New	+$2.74M	1.43%	9

Other funds holding IAUM

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

SFM LLC Manchester, New Hampshire $199M AUM 11.66% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Shade Tree Advisors's IAUM Position: Q3 2026 in Review

Shade Tree Advisors opened a new position in iShares Gold Trust Micro (IAUM) in Q3 2026: 64,515 shares worth $2.67M. The stake represents 1.43% of the portfolio and ranks #9 among its holdings.

92 funds tracked by Wall St. Rank hold IAUM as of Q3 2026.

Shade Tree Advisors held 64,515 shares of iShares Gold Trust Micro worth $2.67M as of Q3 2026.
iShares Gold Trust Micro was a new Shade Tree Advisors position in Q3 2026.
iShares Gold Trust Micro made up 1.43% of Shade Tree Advisors's portfolio in Q3 2026, its #9 holding.
92 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q3 2026.

Based on Shade Tree Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.