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United Capital Financial Advisors’s iShares Gold Trust Micro IAUM Stock Holding History

United Capital Financial 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 		$271K Hold
5,799
– – ﹤0.01% 1402
2025
Q4 		$249K Hold
5,799
– – ﹤0.01% 1244
2025
Q3 		$223K Buy
+5,799
New +$200K ﹤0.01% 1118

Other funds holding IAUM

Sumitomo Mitsui Trust Group
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
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
VA
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
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

United Capital Financial Advisors's IAUM Position: Q1 2026 in Review

United Capital Financial Advisors held its iShares Gold Trust Micro (IAUM) position steady in Q1 2026 at 5,799 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

United Capital Financial Advisors first reported a position in IAUM in Q3 2025 and has held it in 3 quarters since. 277 funds tracked by Wall St. Rank hold IAUM as of Q1 2026.

  • United Capital Financial Advisors held 5,799 shares of iShares Gold Trust Micro worth $271K as of Q1 2026.
  • United Capital Financial Advisors left its iShares Gold Trust Micro share count unchanged in Q1 2026.
  • iShares Gold Trust Micro made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1402 holding.
  • United Capital Financial Advisors first reported a position in iShares Gold Trust Micro in Q3 2025 and has held it in 3 quarters since.
  • 277 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.