Sumitomo Mitsui Trust Group’s iShares Gold Trust Micro IAUM Stock Holding History

Sumitomo Mitsui Trust Group’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	$1.13B	Buy	28,234,927 +1,400,000	+5%	+$63M	0.65%	24
2026 Q1	$1.25B	Buy	26,834,927 +4,900,000	+22%	+$238M	0.81%	17
2025 Q4	$943M	Buy	21,934,927 +3,800,000	+21%	+$157M	0.55%	23
2025 Q3	$698M	Buy	18,134,927 +8,834,927	+95%	+$305M	0.4%	39
2025 Q2	$307M	Buy	9,300,000 +2,650,000	+40%	+$86.8M	0.19%	106
2025 Q1	$207M	Buy	6,650,000 +1,200,000	+22%	+$34.3M	0.15%	140
2024 Q4	$143M	Hold	5,450,000	–	–	0.1%	202
2024 Q3	$143M	Buy	5,450,000 +1,050,000	+24%	+$26M	0.1%	200
2024 Q2	$102M	Hold	4,400,000	–	–	0.08%	250
2024 Q1	$97.5M	Hold	4,400,000	–	–	0.07%	305
2023 Q4	$90.6M	Hold	4,400,000	–	–	0.07%	315
2023 Q3	$81.2M	Sell	4,400,000 -350,000	-7%	-$6.73M	0.07%	325
2023 Q2	$91.1M	Hold	4,750,000	–	–	0.07%	306
2023 Q1	$93.5M	Buy	4,750,000 +1,600,000	+51%	+$30.2M	0.07%	311
2022 Q4	$57.4M	Buy	+3,150,000	New	+$54.5M	0.05%	453

Other funds holding IAUM

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Sumitomo Mitsui Trust Group's IAUM Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its iShares Gold Trust Micro (IAUM) stake by 5.2% in Q2 2026, buying an estimated $63M and bringing the position to 28,234,927 shares worth $1.13B. The position accounts for 0.65% of the portfolio, ranked #24.

Sumitomo Mitsui Trust Group first reported a position in IAUM in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.25B in Q1 2026. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

Sumitomo Mitsui Trust Group held 28,234,927 shares of iShares Gold Trust Micro worth $1.13B as of Q2 2026.
Sumitomo Mitsui Trust Group bought 1,400,000 iShares Gold Trust Micro shares in Q2 2026, an estimated $63M.
iShares Gold Trust Micro made up 0.65% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #24 holding.
Sumitomo Mitsui Trust Group first reported a position in iShares Gold Trust Micro in Q4 2022 and has held it in 15 quarters since.
Sumitomo Mitsui Trust Group's iShares Gold Trust Micro position peaked at $1.25B in Q1 2026.
259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.