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Smith, Moore & Co’s iShares Gold Trust Micro IAUM Stock Holding History

Smith, Moore & Co’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 		$800K Sell
20,000
-353
-2% -$15.9K 0.05% 271
2026
Q1 		$950K Buy
20,353
+1,053
+5% +$51.2K 0.07% 221
2025
Q4 		$830K Buy
19,300
+782
+4% +$32.4K 0.06% 234
2025
Q3 		$713K Buy
+18,518
New +$639K 0.05% 260

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

Smith, Moore & Co's IAUM Position: Q2 2026 in Review

Smith, Moore & Co reduced its iShares Gold Trust Micro (IAUM) stake by 1.7% in Q2 2026, selling an estimated $15.9K and leaving 20,000 shares worth $800K. The position accounts for 0.05% of the portfolio, ranked #271.

Smith, Moore & Co first reported a position in IAUM in Q3 2025 and has held it in 4 quarters since. The position peaked at $950K in Q1 2026. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Smith, Moore & Co held 20,000 shares of iShares Gold Trust Micro worth $800K as of Q2 2026.
  • Smith, Moore & Co sold 353 iShares Gold Trust Micro shares in Q2 2026, an estimated $15.9K.
  • iShares Gold Trust Micro made up 0.05% of Smith, Moore & Co's portfolio in Q2 2026, its #271 holding.
  • Smith, Moore & Co first reported a position in iShares Gold Trust Micro in Q3 2025 and has held it in 4 quarters since.
  • Smith, Moore & Co's iShares Gold Trust Micro position peaked at $950K in Q1 2026.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.