WLPWM
IAUM icon

Walled Lake Planning & Wealth Management’s iShares Gold Trust Micro IAUM Stock Holding History

Walled Lake Planning & Wealth Management’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 		$975K Hold
24,358
– – 0.25% 50
2026
Q1 		$1.14M Buy
24,358
+9,722
+66% +$472K 0.33% 44
2025
Q4 		$629K Buy
14,636
+600
+4% +$24.8K 0.2% 63
2025
Q3 		$540K Hold
14,036
– – 0.18% 72
2025
Q2 		$463K Buy
+14,036
New +$460K 0.15% 75

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

Walled Lake Planning & Wealth Management's IAUM Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management held its iShares Gold Trust Micro (IAUM) position steady in Q2 2026 at 24,358 shares worth $975K. The position accounts for 0.25% of the portfolio, ranked #50.

Walled Lake Planning & Wealth Management first reported a position in IAUM in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.14M in Q1 2026. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 24,358 shares of iShares Gold Trust Micro worth $975K as of Q2 2026.
  • Walled Lake Planning & Wealth Management left its iShares Gold Trust Micro share count unchanged in Q2 2026.
  • iShares Gold Trust Micro made up 0.25% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Walled Lake Planning & Wealth Management first reported a position in iShares Gold Trust Micro in Q2 2025 and has held it in 5 quarters since.
  • Walled Lake Planning & Wealth Management's iShares Gold Trust Micro position peaked at $1.14M in Q1 2026.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.