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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
Q2 		– Sell
-5,799
Closed -$271K – 1682
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 $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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Asset Management One
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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

United Capital Financial Advisors's IAUM Position: Q2 2026 in Review

United Capital Financial Advisors sold out of iShares Gold Trust Micro (IAUM) in Q2 2026, closing a stake of 5,799 shares — an estimated $271K sold.

United Capital Financial Advisors first reported a position in IAUM in Q3 2025 and held it in 3 quarters. The position peaked at $271K in Q1 2026. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • United Capital Financial Advisors reported no remaining iShares Gold Trust Micro position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,799 iShares Gold Trust Micro shares in Q2 2026, an estimated $271K.
  • United Capital Financial Advisors first reported a position in iShares Gold Trust Micro in Q3 2025 and held it in 3 quarters.
  • United Capital Financial Advisors's iShares Gold Trust Micro position peaked at $271K in Q1 2026.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.