Wedmont Private Capital’s iShares Gold Trust Micro IAUM Stock Holding History

Wedmont Private Capital’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	$1.33M	Sell	32,410 -417	-1%	-$18.8K	0.04%	276
2026 Q1	$1.55M	Sell	32,827 -26,496	-45%	-$1.29M	0.05%	213
2025 Q4	$2.63M	Sell	59,323 -9,779	-14%	-$405K	0.09%	133
2025 Q3	$2.74M	Buy	69,102 +37,307	+117%	+$1.29M	0.1%	117
2025 Q2	$1.05M	Buy	31,795 +17,935	+129%	+$588K	0.04%	250
2025 Q1	$447K	Hold	13,860	–	–	0.02%	411
2024 Q4	$372K	Hold	13,860	–	–	0.02%	473
2024 Q3	$365K	Hold	13,860	–	–	0.02%	454
2024 Q2	$334K	Buy	+13,860	New	+$323K	0.02%	464

Other funds holding IAUM

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

SFM LLC Manchester, New Hampshire $195M AUM 16.36% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return