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United Advisor Group’s iShares Gold Trust Micro IAUM Stock Holding History

United Advisor 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 		– Sell
-5,896
Closed -$253K – 516
2025
Q4 		$253K Sell
5,896
-1,743
-23% -$72.1K 0.03% 417
2025
Q3 		$294K Buy
7,639
+469
+7% +$16.2K 0.04% 359
2025
Q2 		$237K Buy
+7,170
New +$235K 0.04% 354

Other funds holding IAUM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 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 $3.12B AUM 14.06% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

United Advisor Group's IAUM Position: Q1 2026 in Review

United Advisor Group sold out of iShares Gold Trust Micro (IAUM) in Q1 2026, closing a stake of 5,896 shares — an estimated $253K sold.

United Advisor Group first reported a position in IAUM in Q2 2025 and held it in 3 quarters. The position peaked at $294K in Q3 2025. 279 funds tracked by Wall St. Rank hold IAUM as of Q1 2026.

  • United Advisor Group reported no remaining iShares Gold Trust Micro position as of Q1 2026 after selling out during the quarter.
  • United Advisor Group sold 5,896 iShares Gold Trust Micro shares in Q1 2026, an estimated $253K.
  • United Advisor Group first reported a position in iShares Gold Trust Micro in Q2 2025 and held it in 3 quarters.
  • United Advisor Group's iShares Gold Trust Micro position peaked at $294K in Q3 2025.
  • 279 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.