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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 $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

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. 259 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.
  • 259 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.