TRUADVICE’s iShares Gold Trust Micro IAUM Stock Holding History

TRUADVICE’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
2023 Q3	$901K	Buy	46,572 +20,811	+81%	+$400K	0.35%	79
2023 Q2	$492K	Buy	25,761 +216	+0.8%	+$4.27K	0.18%	134
2023 Q1	$508K	Buy	+25,545	New	+$483K	0.2%	122

Other funds holding IAUM

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Greenline Partners New York $930M AUM 29.59% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TRUADVICE's IAUM Position: Q3 2023 in Review

TRUADVICE increased its iShares Gold Trust Micro (IAUM) stake by 81% in Q3 2023, buying an estimated $400K and bringing the position to 46,572 shares worth $901K. The position accounts for 0.35% of the portfolio, ranked #79.

TRUADVICE first reported a position in IAUM in Q1 2023 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold IAUM as of Q3 2023.

TRUADVICE held 46,572 shares of iShares Gold Trust Micro worth $901K as of Q3 2023.
TRUADVICE bought 20,811 iShares Gold Trust Micro shares in Q3 2023, an estimated $400K.
iShares Gold Trust Micro made up 0.35% of TRUADVICE's portfolio in Q3 2023, its #79 holding.
TRUADVICE first reported a position in iShares Gold Trust Micro in Q1 2023 and has held it in 3 quarters since.
44 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.