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Sound Income Strategies’s iShares Gold Trust Micro IAUM Stock Holding History

Sound Income Strategies’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
2025
Q1 		– Sell
-5,748
Closed -$150K – 1588
2024
Q4 		$150K Hold
5,748
– – 0.01% 291
2024
Q3 		$151K Buy
5,748
+2,053
+56% +$50.7K 0.01% 280
2024
Q2 		$85.7K Hold
3,695
– – 0.01% 355
2024
Q1 		$81.9K Buy
+3,695
New +$76.4K 0.01% 347

Other funds holding IAUM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return

Sound Income Strategies's IAUM Position: Q1 2025 in Review

Sound Income Strategies sold out of iShares Gold Trust Micro (IAUM) in Q1 2025, closing a stake of 5,748 shares — an estimated $150K sold.

Sound Income Strategies first reported a position in IAUM in Q1 2024 and held it in 4 quarters. The position peaked at $151K in Q3 2024. 130 funds tracked by Wall St. Rank hold IAUM as of Q1 2025.

  • Sound Income Strategies reported no remaining iShares Gold Trust Micro position as of Q1 2025 after selling out during the quarter.
  • Sound Income Strategies sold 5,748 iShares Gold Trust Micro shares in Q1 2025, an estimated $150K.
  • Sound Income Strategies first reported a position in iShares Gold Trust Micro in Q1 2024 and held it in 4 quarters.
  • Sound Income Strategies's iShares Gold Trust Micro position peaked at $151K in Q3 2024.
  • 130 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q1 2025.

Based on Sound Income Strategies's 13F filing for Q1 2025, filed 17 Apr 2025.