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Williams & Novak’s iShares Gold Trust Micro IAUM Stock Holding History

Williams & Novak’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
2025
Q4 		– Sell
-7,720
Closed -$297K – 149
2025
Q3 		$297K Sell
7,720
-1,255
-14% -$43.3K 0.23% 90
2025
Q2 		$296K Sell
8,975
-1,117
-11% -$36.6K 0.25% 86
2025
Q1 		$314K Buy
+10,092
New +$289K 0.31% 79

Other funds holding IAUM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Williams & Novak's IAUM Position: Q4 2025 in Review

Williams & Novak sold out of iShares Gold Trust Micro (IAUM) in Q4 2025, closing a stake of 7,720 shares — an estimated $297K sold.

Williams & Novak first reported a position in IAUM in Q1 2025 and held it in 3 quarters. The position peaked at $314K in Q1 2025. 242 funds tracked by Wall St. Rank hold IAUM as of Q4 2025.

  • Williams & Novak reported no remaining iShares Gold Trust Micro position as of Q4 2025 after selling out during the quarter.
  • Williams & Novak sold 7,720 iShares Gold Trust Micro shares in Q4 2025, an estimated $297K.
  • Williams & Novak first reported a position in iShares Gold Trust Micro in Q1 2025 and held it in 3 quarters.
  • Williams & Novak's iShares Gold Trust Micro position peaked at $314K in Q1 2025.
  • 242 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q4 2025.

Based on Williams & Novak's 13F filing for Q4 2025, filed 5 Feb 2026.