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

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

Wedmont Private Capital's IAUM Position: Q2 2026 in Review

Wedmont Private Capital reduced its iShares Gold Trust Micro (IAUM) stake by 1.3% in Q2 2026, selling an estimated $18.8K and leaving 32,410 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #276.

Wedmont Private Capital first reported a position in IAUM in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.74M in Q3 2025. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

Wedmont Private Capital held 32,410 shares of iShares Gold Trust Micro worth $1.33M as of Q2 2026.
Wedmont Private Capital sold 417 iShares Gold Trust Micro shares in Q2 2026, an estimated $18.8K.
iShares Gold Trust Micro made up 0.04% of Wedmont Private Capital's portfolio in Q2 2026, its #276 holding.
Wedmont Private Capital first reported a position in iShares Gold Trust Micro in Q2 2024 and has held it in 9 quarters since.
Wedmont Private Capital's iShares Gold Trust Micro position peaked at $2.74M in Q3 2025.
259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.