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Stone House Investment Management’s iShares Gold Trust Micro IAUM Stock Holding History

Stone House Investment Management’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 		$11.4K Hold
245
– – ﹤0.01% 333
2025
Q4 		$10.5K Buy
+245
New +$10.1K ﹤0.01% 318

Other funds holding IAUM

Sumitomo Mitsui Trust Group
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
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

Stone House Investment Management's IAUM Position: Q1 2026 in Review

Stone House Investment Management held its iShares Gold Trust Micro (IAUM) position steady in Q1 2026 at 245 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Stone House Investment Management first reported a position in IAUM in Q4 2025 and has held it in 2 quarters since. 277 funds tracked by Wall St. Rank hold IAUM as of Q1 2026.

  • Stone House Investment Management held 245 shares of iShares Gold Trust Micro worth $11.4K as of Q1 2026.
  • Stone House Investment Management left its iShares Gold Trust Micro share count unchanged in Q1 2026.
  • iShares Gold Trust Micro made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #333 holding.
  • Stone House Investment Management first reported a position in iShares Gold Trust Micro in Q4 2025 and has held it in 2 quarters since.
  • 277 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.