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Ulland Investment Advisors’s iShares Gold Trust Micro IAUM Stock Holding History

Ulland Investment 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
2025
Q2 		– Sell
-275
Closed -$9K – 222
2025
Q1 		$9K Buy
+275
New +$7.86K 0.01% 181

Other funds holding IAUM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $37.3B AUM 38.63% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Ulland Investment Advisors's IAUM Position: Q2 2025 in Review

Ulland Investment Advisors sold out of iShares Gold Trust Micro (IAUM) in Q2 2025, closing a stake of 275 shares — an estimated $9K sold.

Ulland Investment Advisors first reported a position in IAUM in Q1 2025 and held it in 1 quarter. The position peaked at $9K in Q1 2025. 157 funds tracked by Wall St. Rank hold IAUM as of Q2 2025.

  • Ulland Investment Advisors reported no remaining iShares Gold Trust Micro position as of Q2 2025 after selling out during the quarter.
  • Ulland Investment Advisors sold 275 iShares Gold Trust Micro shares in Q2 2025, an estimated $9K.
  • Ulland Investment Advisors first reported a position in iShares Gold Trust Micro in Q1 2025 and held it in 1 quarter.
  • Ulland Investment Advisors's iShares Gold Trust Micro position peaked at $9K in Q1 2025.
  • 157 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2025.

Based on Ulland Investment Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.