Summit Trail Advisors
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Summit Trail Advisors’s iShares Gold Trust Micro IAUM Stock Holding History

Summit Trail Advisors’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 		– Sell
-12,554
Closed -$586K – 1492
2026
Q1 		$586K Buy
12,554
+54
+0.4% +$2.62K 0.01% 1112
2025
Q4 		$537K Buy
12,500
+3,800
+44% +$157K 0.01% 1050
2025
Q3 		$335K Buy
+8,700
New +$300K ﹤0.01% 1174

Other funds holding IAUM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
School Employees Retirement Board of Ohio
School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 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 $40B AUM 30.45% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Summit Trail Advisors's IAUM Position: Q2 2026 in Review

Summit Trail Advisors sold out of iShares Gold Trust Micro (IAUM) in Q2 2026, closing a stake of 12,554 shares — an estimated $586K sold.

Summit Trail Advisors first reported a position in IAUM in Q3 2025 and held it in 3 quarters. The position peaked at $586K in Q1 2026. 260 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Summit Trail Advisors reported no remaining iShares Gold Trust Micro position as of Q2 2026 after selling out during the quarter.
  • Summit Trail Advisors sold 12,554 iShares Gold Trust Micro shares in Q2 2026, an estimated $586K.
  • Summit Trail Advisors first reported a position in iShares Gold Trust Micro in Q3 2025 and held it in 3 quarters.
  • Summit Trail Advisors's iShares Gold Trust Micro position peaked at $586K in Q1 2026.
  • 260 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.