Turning Point Benefit Group’s iShares Gold Trust Micro IAUM Stock Holding History

Turning Point Benefit Group’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 Q1	$2.29M	Buy	74,989 +9,189	+14%	+$446K	1.46%	13
2025 Q4	$2.83M	Sell	65,800 -3,363	-5%	-$139K	1.48%	21
2025 Q3	$2.67M	Sell	69,163 -1,368	-2%	-$47.2K	1.61%	13
2025 Q2	$2.33M	Sell	70,531 -6,529	-8%	-$214K	1.76%	9
2025 Q1	$2.28M	Sell	77,060 -16,285	-17%	-$466K	2.14%	8
2024 Q4	$2.44M	Buy	+93,345	New	+$2.48M	2.32%	8

Other funds holding IAUM

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

APF

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

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

SERBOO

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

HCA

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

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

AHSSHC

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

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

Turning Point Benefit Group's IAUM Position: Q1 2026 in Review

Turning Point Benefit Group increased its iShares Gold Trust Micro (IAUM) stake by 14% in Q1 2026, buying an estimated $446K and bringing the position to 74,989 shares worth $2.29M. The position accounts for 1.46% of the portfolio, ranked #13.

Turning Point Benefit Group first reported a position in IAUM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.83M in Q4 2025. 277 funds tracked by Wall St. Rank hold IAUM as of Q1 2026.

Turning Point Benefit Group held 74,989 shares of iShares Gold Trust Micro worth $2.29M as of Q1 2026.
Turning Point Benefit Group bought 9,189 iShares Gold Trust Micro shares in Q1 2026, an estimated $446K.
iShares Gold Trust Micro made up 1.46% of Turning Point Benefit Group's portfolio in Q1 2026, its #13 holding.
Turning Point Benefit Group first reported a position in iShares Gold Trust Micro in Q4 2024 and has held it in 6 quarters since.
Turning Point Benefit Group's iShares Gold Trust Micro position peaked at $2.83M in Q4 2025.
277 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.