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Strategic Wealth Partners’s iShares Gold Trust Micro IAUM Stock Holding History

Strategic Wealth Partners’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
2025
Q4 		– Sell
-100
Closed -$3.85K – 1505
2025
Q3 		$3.85K Buy
+100
New +$3.45K ﹤0.01% 1079

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 $1.44B AUM 23.16% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 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
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Strategic Wealth Partners's IAUM Position: Q4 2025 in Review

Strategic Wealth Partners sold out of iShares Gold Trust Micro (IAUM) in Q4 2025, closing a stake of 100 shares — an estimated $3.85K sold.

Strategic Wealth Partners first reported a position in IAUM in Q3 2025 and held it in 1 quarter. The position peaked at $3.85K in Q3 2025. 242 funds tracked by Wall St. Rank hold IAUM as of Q4 2025.

  • Strategic Wealth Partners reported no remaining iShares Gold Trust Micro position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 100 iShares Gold Trust Micro shares in Q4 2025, an estimated $3.85K.
  • Strategic Wealth Partners first reported a position in iShares Gold Trust Micro in Q3 2025 and held it in 1 quarter.
  • Strategic Wealth Partners's iShares Gold Trust Micro position peaked at $3.85K in Q3 2025.
  • 242 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.