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Slagle Financial’s iShares Gold Trust Micro IAUM Stock Holding History

Slagle Financial’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 		– Sell
-9,213
Closed -$430K – 140
2026
Q1 		$430K Sell
9,213
-1,916
-17% -$93.1K 0.14% 83
2025
Q4 		$478K Sell
11,129
-2,014
-15% -$83.4K 0.17% 83
2025
Q3 		$506K Hold
13,143
– – 0.19% 78
2025
Q2 		$434K Sell
13,143
-2,869
-18% -$94K 0.17% 82
2025
Q1 		$499K Sell
16,012
-953
-6% -$27.3K 0.22% 68
2024
Q4 		$444K Buy
16,965
+8,394
+98% +$223K 0.2% 71
2024
Q3 		$225K Sell
8,571
-13,686
-61% -$338K 0.1% 104
2024
Q2 		$516K Buy
22,257
+2,369
+12% +$55.3K 0.26% 71
2024
Q1 		$441K Sell
19,888
-52,642
-73% -$1.09M 0.24% 75
2023
Q4 		$747K Buy
72,530
+38,286
+112% +$756K 0.43% 62
2023
Q3 		$632K Buy
34,244
+5,012
+17% +$96.4K 0.39% 65
2023
Q2 		$561K Buy
+29,232
New +$577K 0.35% 67

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
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
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Slagle Financial's IAUM Position: Q2 2026 in Review

Slagle Financial sold out of iShares Gold Trust Micro (IAUM) in Q2 2026, closing a stake of 9,213 shares — an estimated $430K sold.

Slagle Financial first reported a position in IAUM in Q2 2023 and held it in 12 quarters. The position peaked at $747K in Q4 2023. 101 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Slagle Financial reported no remaining iShares Gold Trust Micro position as of Q2 2026 after selling out during the quarter.
  • Slagle Financial sold 9,213 iShares Gold Trust Micro shares in Q2 2026, an estimated $430K.
  • Slagle Financial first reported a position in iShares Gold Trust Micro in Q2 2023 and held it in 12 quarters.
  • Slagle Financial's iShares Gold Trust Micro position peaked at $747K in Q4 2023.
  • 101 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.