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Tactive Advisors’s iShares Gold Trust Micro IAUM Stock Holding History

Tactive 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
Q3 		$2.37M Buy
57,102
+17,594
+45% +$748K 0.57% 51
2026
Q2 		$1.58M Buy
39,508
+2,640
+7% +$119K 0.39% 60
2026
Q1 		$1.72M Buy
36,868
+1,920
+5% +$93.3K 0.49% 51
2025
Q4 		$1.5M Sell
34,948
-2,068
-6% -$85.6K 0.44% 57
2025
Q3 		$1.43M Sell
37,016
-3,287
-8% -$113K 0.4% 64
2025
Q2 		$1.33M Buy
+40,303
New +$1.32M 0.43% 64

Other funds holding IAUM

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return

Tactive Advisors's IAUM Position: Q3 2026 in Review

Tactive Advisors increased its iShares Gold Trust Micro (IAUM) stake by 45% in Q3 2026, buying an estimated $748K and bringing the position to 57,102 shares worth $2.37M. The position accounts for 0.57% of the portfolio, ranked #51.

Tactive Advisors first reported a position in IAUM in Q2 2025 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold IAUM as of Q3 2026.

  • Tactive Advisors held 57,102 shares of iShares Gold Trust Micro worth $2.37M as of Q3 2026.
  • Tactive Advisors bought 17,594 iShares Gold Trust Micro shares in Q3 2026, an estimated $748K.
  • iShares Gold Trust Micro made up 0.57% of Tactive Advisors's portfolio in Q3 2026, its #51 holding.
  • Tactive Advisors first reported a position in iShares Gold Trust Micro in Q2 2025 and has held it in 6 quarters since.
  • 11 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.