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Westfuller Advisors’s iShares Gold Trust Micro IAUM Stock Holding History

Westfuller 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 		$1.79M Buy
44,826
+9,661
+27% +$434K 0.65% 42
2026
Q1 		$1.64M Buy
35,165
+13,394
+62% +$651K 0.71% 40
2025
Q4 		$936K Sell
21,771
-10,771
-33% -$446K 0.38% 55
2025
Q3 		$1.25M Buy
32,542
+10,183
+46% +$351K 0.57% 44
2025
Q2 		$738K Sell
22,359
-3,456
-13% -$113K 0.42% 52
2025
Q1 		$805K Buy
25,815
+2,728
+12% +$78K 0.54% 44
2024
Q4 		$604K Buy
23,087
+11,310
+96% +$300K 0.38% 54
2024
Q3 		$309K Buy
+11,777
New +$291K 0.22% 67

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

Westfuller Advisors's IAUM Position: Q2 2026 in Review

Westfuller Advisors increased its iShares Gold Trust Micro (IAUM) stake by 27% in Q2 2026, buying an estimated $434K and bringing the position to 44,826 shares worth $1.79M. The position accounts for 0.65% of the portfolio, ranked #42.

Westfuller Advisors first reported a position in IAUM in Q3 2024 and has held it in 8 quarters since. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Westfuller Advisors held 44,826 shares of iShares Gold Trust Micro worth $1.79M as of Q2 2026.
  • Westfuller Advisors bought 9,661 iShares Gold Trust Micro shares in Q2 2026, an estimated $434K.
  • iShares Gold Trust Micro made up 0.65% of Westfuller Advisors's portfolio in Q2 2026, its #42 holding.
  • Westfuller Advisors first reported a position in iShares Gold Trust Micro in Q3 2024 and has held it in 8 quarters since.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.