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SteelPeak Wealth’s iShares Gold Trust Micro IAUM Stock Holding History

SteelPeak Wealth’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 		$2.39M Buy
59,854
+228
+0.4% +$10.3K 0.06% 210
2026
Q1 		$2.78M Sell
59,626
-131
-0.2% -$6.36K 0.09% 180
2025
Q4 		$2.57M Buy
59,757
+282
+0.5% +$11.7K 0.08% 172
2025
Q3 		$2.29M Buy
+59,475
New +$2.05M 0.08% 193

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

SteelPeak Wealth's IAUM Position: Q2 2026 in Review

SteelPeak Wealth increased its iShares Gold Trust Micro (IAUM) stake by 0.38% in Q2 2026, buying an estimated $10.3K and bringing the position to 59,854 shares worth $2.39M. The position accounts for 0.06% of the portfolio, ranked #210.

SteelPeak Wealth first reported a position in IAUM in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.78M in Q1 2026. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • SteelPeak Wealth held 59,854 shares of iShares Gold Trust Micro worth $2.39M as of Q2 2026.
  • SteelPeak Wealth bought 228 iShares Gold Trust Micro shares in Q2 2026, an estimated $10.3K.
  • iShares Gold Trust Micro made up 0.06% of SteelPeak Wealth's portfolio in Q2 2026, its #210 holding.
  • SteelPeak Wealth first reported a position in iShares Gold Trust Micro in Q3 2025 and has held it in 4 quarters since.
  • SteelPeak Wealth's iShares Gold Trust Micro position peaked at $2.78M in Q1 2026.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.