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True Wealth Design’s iShares Gold Trust Micro IAUM Stock Holding History

True Wealth Design’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 		$58.5K Hold
1,462
– – 0.01% 430
2026
Q1 		$68.3K Hold
1,462
– – 0.02% 313
2025
Q4 		$62.9K Hold
1,462
– – 0.02% 275
2025
Q3 		$56.3K Hold
1,462
– – 0.02% 290
2025
Q2 		$48.2K Hold
1,462
– – 0.02% 209
2025
Q1 		$45.6K Hold
1,462
– – 0.02% 198
2024
Q4 		$38.3K Hold
1,462
– – 0.01% 215
2024
Q3 		$38.4K Hold
1,462
– – 0.02% 184
2024
Q2 		$33.9K Hold
1,462
– – 0.01% 184
2024
Q1 		$32.4K Hold
1,462
– – 0.01% 184
2023
Q4 		$30.1K Hold
1,462
– – 0.01% 182
2023
Q3 		$27K Buy
+1,462
New +$28.1K 0.01% 168

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

True Wealth Design's IAUM Position: Q2 2026 in Review

True Wealth Design held its iShares Gold Trust Micro (IAUM) position steady in Q2 2026 at 1,462 shares worth $58.5K. The position accounts for 0.01% of the portfolio, ranked #430.

True Wealth Design first reported a position in IAUM in Q3 2023 and has held it in 12 quarters since. The position peaked at $68.3K in Q1 2026. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • True Wealth Design held 1,462 shares of iShares Gold Trust Micro worth $58.5K as of Q2 2026.
  • True Wealth Design left its iShares Gold Trust Micro share count unchanged in Q2 2026.
  • iShares Gold Trust Micro made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #430 holding.
  • True Wealth Design first reported a position in iShares Gold Trust Micro in Q3 2023 and has held it in 12 quarters since.
  • True Wealth Design's iShares Gold Trust Micro position peaked at $68.3K in Q1 2026.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.