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Stokes Family Office’s iShares Gold Trust Micro IAUM Stock Holding History

Stokes Family Office’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 		$3.74M Sell
80,024
-118,362
-60% -$5.75M 0.39% 67
2025
Q4 		$8.53M Sell
198,386
-4,162
-2% -$172K 0.78% 36
2025
Q3 		$7.8M Buy
+202,548
New +$6.99M 0.74% 39

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
Bank of America
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
VA
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
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Stokes Family Office's IAUM Position: Q1 2026 in Review

Stokes Family Office reduced its iShares Gold Trust Micro (IAUM) stake by 60% in Q1 2026, selling an estimated $5.75M and leaving 80,024 shares worth $3.74M. The position accounts for 0.39% of the portfolio, ranked #67.

Stokes Family Office first reported a position in IAUM in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.53M in Q4 2025. 278 funds tracked by Wall St. Rank hold IAUM as of Q1 2026.

  • Stokes Family Office held 80,024 shares of iShares Gold Trust Micro worth $3.74M as of Q1 2026.
  • Stokes Family Office sold 118,362 iShares Gold Trust Micro shares in Q1 2026, an estimated $5.75M.
  • iShares Gold Trust Micro made up 0.39% of Stokes Family Office's portfolio in Q1 2026, its #67 holding.
  • Stokes Family Office first reported a position in iShares Gold Trust Micro in Q3 2025 and has held it in 3 quarters since.
  • Stokes Family Office's iShares Gold Trust Micro position peaked at $8.53M in Q4 2025.
  • 278 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.