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

Stifel 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 Q1	$502K	Buy	10,739 +2,610	+32%	+$127K	﹤0.01%	2883
2025 Q4	$349K	Sell	8,129 -348	-4%	-$14.4K	﹤0.01%	3060
2025 Q3	$326K	Buy	+8,477	New	+$293K	﹤0.01%	3060
2024 Q1	–	Sell	-17,958	Closed	-$370K	–	3373
2023 Q4	$370K	Buy	17,958 +449	+3%	+$8.86K	﹤0.01%	2724
2023 Q3	$323K	Sell	17,509 -106	-0.6%	-$2.04K	﹤0.01%	2751
2023 Q2	$338K	Buy	+17,615	New	+$348K	﹤0.01%	2749

Other funds holding IAUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 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 $2.86B AUM 12.86% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Stifel Financial's IAUM Position: Q1 2026 in Review

Stifel Financial increased its iShares Gold Trust Micro (IAUM) stake by 32% in Q1 2026, buying an estimated $127K and bringing the position to 10,739 shares worth $502K. The position accounts for ﹤0.01% of the portfolio, ranked #2883.

Stifel Financial first reported a position in IAUM in Q2 2023 and has held it in 6 quarters since. 277 funds tracked by Wall St. Rank hold IAUM as of Q1 2026.

Stifel Financial held 10,739 shares of iShares Gold Trust Micro worth $502K as of Q1 2026.
Stifel Financial bought 2,610 iShares Gold Trust Micro shares in Q1 2026, an estimated $127K.
iShares Gold Trust Micro made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2883 holding.
Stifel Financial first reported a position in iShares Gold Trust Micro in Q2 2023 and has held it in 6 quarters since.
277 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.