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Steward Partners Investment Advisory’s iShares Gold Trust Micro IAUM Stock Holding History

Steward Partners Investment Advisory’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
Q1 		– Sell
-1,242
Closed -$53.4K – 4498
2025
Q4 		$53.4K Buy
1,242
+785
+172% +$32.5K ﹤0.01% 2636
2025
Q3 		$17.6K Buy
+457
New +$15.8K ﹤0.01% 3153

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 $1.51B 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
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Steward Partners Investment Advisory's IAUM Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of iShares Gold Trust Micro (IAUM) in Q1 2026, closing a stake of 1,242 shares — an estimated $53.4K sold.

Steward Partners Investment Advisory first reported a position in IAUM in Q3 2025 and held it in 2 quarters. The position peaked at $53.4K in Q4 2025. 279 funds tracked by Wall St. Rank hold IAUM as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining iShares Gold Trust Micro position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,242 iShares Gold Trust Micro shares in Q1 2026, an estimated $53.4K.
  • Steward Partners Investment Advisory first reported a position in iShares Gold Trust Micro in Q3 2025 and held it in 2 quarters.
  • Steward Partners Investment Advisory's iShares Gold Trust Micro position peaked at $53.4K in Q4 2025.
  • 279 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.