Vestmark Advisory Solutions’s iShares Gold Trust Micro IAUM Stock Holding History

Vestmark Advisory Solutions’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	$910K	Buy	22,736 +4,652	+26%	+$209K	0.01%	982
2026 Q1	$845K	Buy	18,084 +578	+3%	+$28.1K	0.01%	919
2025 Q4	$753K	Buy	17,506 +2,033	+13%	+$84.1K	0.01%	888
2025 Q3	$596K	Buy	15,473 +3,332	+27%	+$115K	0.01%	656
2025 Q2	$401K	Sell	12,141 -558	-4%	-$18.3K	0.01%	660
2025 Q1	$396K	Buy	+12,699	New	+$363K	0.01%	556

Other funds holding IAUM

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Vestmark Advisory Solutions's IAUM Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its iShares Gold Trust Micro (IAUM) stake by 26% in Q2 2026, buying an estimated $209K and bringing the position to 22,736 shares worth $910K. The position accounts for 0.01% of the portfolio, ranked #982.

Vestmark Advisory Solutions first reported a position in IAUM in Q1 2025 and has held it in 6 quarters since. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

Vestmark Advisory Solutions held 22,736 shares of iShares Gold Trust Micro worth $910K as of Q2 2026.
Vestmark Advisory Solutions bought 4,652 iShares Gold Trust Micro shares in Q2 2026, an estimated $209K.
iShares Gold Trust Micro made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #982 holding.
Vestmark Advisory Solutions first reported a position in iShares Gold Trust Micro in Q1 2025 and has held it in 6 quarters since.
259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.