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 Q2	$2.69M	Sell	66,827 -8,162	-11%	-$367K	1.16%	28
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 $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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Turning Point Benefit Group's IAUM Position: Q2 2026 in Review

Turning Point Benefit Group reduced its iShares Gold Trust Micro (IAUM) stake by 11% in Q2 2026, selling an estimated $367K and leaving 66,827 shares worth $2.69M. The position accounts for 1.16% of the portfolio, ranked #28.

Turning Point Benefit Group first reported a position in IAUM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.83M in Q4 2025. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

Turning Point Benefit Group held 66,827 shares of iShares Gold Trust Micro worth $2.69M as of Q2 2026.
Turning Point Benefit Group sold 8,162 iShares Gold Trust Micro shares in Q2 2026, an estimated $367K.
iShares Gold Trust Micro made up 1.16% of Turning Point Benefit Group's portfolio in Q2 2026, its #28 holding.
Turning Point Benefit Group first reported a position in iShares Gold Trust Micro in Q4 2024 and has held it in 7 quarters since.
Turning Point Benefit Group's iShares Gold Trust Micro position peaked at $2.83M in Q4 2025.
259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.