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Trek Financial’s iShares Gold Trust Micro IAUM Stock Holding History

Trek Financial’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 		$2.94M Buy
+73,521
New +$3.31M 0.15% 149

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

Trek Financial's IAUM Position: Q2 2026 in Review

Trek Financial opened a new position in iShares Gold Trust Micro (IAUM) in Q2 2026: 73,521 shares worth $2.94M. The stake represents 0.15% of the portfolio and ranks #149 among its holdings.

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

  • Trek Financial held 73,521 shares of iShares Gold Trust Micro worth $2.94M as of Q2 2026.
  • iShares Gold Trust Micro was a new Trek Financial position in Q2 2026.
  • iShares Gold Trust Micro made up 0.15% of Trek Financial's portfolio in Q2 2026, its #149 holding.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Trek Financial's 13F filing for Q2 2026, filed 13 Aug 2026.