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Stonehage Fleming Financial Services’s iShares Gold Trust Micro IAUM Stock Holding History

Stonehage Fleming Financial Services’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 		$4.76M Buy
118,947
+5,639
+5% +$254K 0.16% 35
2026
Q1 		$5.29M Buy
113,308
+14,588
+15% +$709K 0.19% 32
2025
Q4 		$4.24M Sell
98,720
-2,304
-2% -$95.4K 0.13% 30
2025
Q3 		$3.89M Buy
101,024
+10,709
+12% +$370K 0.11% 32
2025
Q2 		$2.98M Buy
90,315
+8,314
+10% +$272K 0.09% 34
2025
Q1 		$2.56M Buy
82,001
+52,155
+175% +$1.49M 0.09% 30
2024
Q4 		$781K Buy
+29,846
New +$792K 0.02% 69

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

Stonehage Fleming Financial Services's IAUM Position: Q2 2026 in Review

Stonehage Fleming Financial Services increased its iShares Gold Trust Micro (IAUM) stake by 5% in Q2 2026, buying an estimated $254K and bringing the position to 118,947 shares worth $4.76M. The position accounts for 0.16% of the portfolio, ranked #35.

Stonehage Fleming Financial Services first reported a position in IAUM in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.29M in Q1 2026. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Stonehage Fleming Financial Services held 118,947 shares of iShares Gold Trust Micro worth $4.76M as of Q2 2026.
  • Stonehage Fleming Financial Services bought 5,639 iShares Gold Trust Micro shares in Q2 2026, an estimated $254K.
  • iShares Gold Trust Micro made up 0.16% of Stonehage Fleming Financial Services's portfolio in Q2 2026, its #35 holding.
  • Stonehage Fleming Financial Services first reported a position in iShares Gold Trust Micro in Q4 2024 and has held it in 7 quarters since.
  • Stonehage Fleming Financial Services's iShares Gold Trust Micro position peaked at $5.29M in Q1 2026.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Stonehage Fleming Financial Services's 13F filing for Q2 2026, filed 17 Aug 2026.