J. M. Brown & Associates Inc.’s iShares Gold Trust Micro IAUM Stock Holding History

J. M. Brown & Associates Inc.’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	$956K	Buy	+23,898	New	+$1.07M	0.55%	53

Other funds holding IAUM

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

SFM LLC Manchester, New Hampshire $195M AUM 16.36% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return

J. M. Brown & Associates Inc.'s IAUM Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in iShares Gold Trust Micro (IAUM) in Q2 2026: 23,898 shares worth $956K. The stake represents 0.55% of the portfolio and ranks #53 among its holdings.

65 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

J. M. Brown & Associates Inc. held 23,898 shares of iShares Gold Trust Micro worth $956K as of Q2 2026.
iShares Gold Trust Micro was a new J. M. Brown & Associates Inc. position in Q2 2026.
iShares Gold Trust Micro made up 0.55% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #53 holding.
65 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.