U.S. Capital Wealth Advisors’s iShares Gold Trust Micro IAUM Stock Holding History

U.S. Capital Wealth Advisors’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	$4.09M	Sell	87,596 -20,729	-19%	-$1.01M	0.1%	223
2025 Q4	$4.66M	Sell	108,325 -75,348	-41%	-$3.12M	0.12%	197
2025 Q3	$7.07M	Buy	183,673 +176,313	+2,396%	+$6.08M	0.19%	132
2025 Q2	$243K	Buy	+7,360	New	+$241K	0.01%	778

Other funds holding IAUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.44B AUM 23.16% 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 $9.54B AUM 19.86% 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 $39B AUM 37.51% 1-Year Est. Return

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

U.S. Capital Wealth Advisors's IAUM Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its iShares Gold Trust Micro (IAUM) stake by 19% in Q1 2026, selling an estimated $1.01M and leaving 87,596 shares worth $4.09M. The position accounts for 0.1% of the portfolio, ranked #223.

U.S. Capital Wealth Advisors first reported a position in IAUM in Q2 2025 and has held it in 4 quarters since. The position peaked at $7.07M in Q3 2025. 278 funds tracked by Wall St. Rank hold IAUM as of Q1 2026.

U.S. Capital Wealth Advisors held 87,596 shares of iShares Gold Trust Micro worth $4.09M as of Q1 2026.
U.S. Capital Wealth Advisors sold 20,729 iShares Gold Trust Micro shares in Q1 2026, an estimated $1.01M.
iShares Gold Trust Micro made up 0.1% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #223 holding.
U.S. Capital Wealth Advisors first reported a position in iShares Gold Trust Micro in Q2 2025 and has held it in 4 quarters since.
U.S. Capital Wealth Advisors's iShares Gold Trust Micro position peaked at $7.07M in Q3 2025.
278 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.