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Sunbelt Securities’s iShares Gold Trust Micro IAUM Stock Holding History

Sunbelt Securities’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
Q1 		$5.84K Hold
125
– – ﹤0.01% 1636
2025
Q4 		$5.37K Hold
125
– – ﹤0.01% 1620
2025
Q3 		$4.81K Buy
+125
New +$4.31K ﹤0.01% 1645
2025
Q2 		– Sell
-125
Closed -$3.9K – 1852
2025
Q1 		$3.9K Buy
+125
New +$3.58K ﹤0.01% 1470

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 $1.51B 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
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Sunbelt Securities's IAUM Position: Q1 2026 in Review

Sunbelt Securities held its iShares Gold Trust Micro (IAUM) position steady in Q1 2026 at 125 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

Sunbelt Securities first reported a position in IAUM in Q1 2025 and has held it in 4 quarters since. 279 funds tracked by Wall St. Rank hold IAUM as of Q1 2026.

  • Sunbelt Securities held 125 shares of iShares Gold Trust Micro worth $5.84K as of Q1 2026.
  • Sunbelt Securities left its iShares Gold Trust Micro share count unchanged in Q1 2026.
  • iShares Gold Trust Micro made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1636 holding.
  • Sunbelt Securities first reported a position in iShares Gold Trust Micro in Q1 2025 and has held it in 4 quarters since.
  • 279 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.