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Silver Oak Securities’s iShares Gold Trust Micro IAUM Stock Holding History

Silver Oak Securities’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
Q2 		$294K Hold
7,354
– – 0.02% 645
2026
Q1 		$343K Sell
7,354
-7,231
-50% -$351K 0.03% 552
2025
Q4 		$631K Buy
14,585
+7,755
+114% +$321K 0.04% 397
2025
Q3 		$263K Buy
6,830
+40
+0.6% +$1.38K 0.02% 621
2025
Q2 		$224K Buy
6,790
+247
+4% +$8.09K 0.02% 624
2025
Q1 		$201K Buy
+6,543
New +$187K 0.02% 591

Other funds holding IAUM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Silver Oak Securities's IAUM Position: Q2 2026 in Review

Silver Oak Securities held its iShares Gold Trust Micro (IAUM) position steady in Q2 2026 at 7,354 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #645.

Silver Oak Securities first reported a position in IAUM in Q1 2025 and has held it in 6 quarters since. The position peaked at $631K in Q4 2025. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Silver Oak Securities held 7,354 shares of iShares Gold Trust Micro worth $294K as of Q2 2026.
  • Silver Oak Securities left its iShares Gold Trust Micro share count unchanged in Q2 2026.
  • iShares Gold Trust Micro made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #645 holding.
  • Silver Oak Securities first reported a position in iShares Gold Trust Micro in Q1 2025 and has held it in 6 quarters since.
  • Silver Oak Securities's iShares Gold Trust Micro position peaked at $631K in Q4 2025.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.