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XML Financial’s iShares Gold Trust Micro IAUM Stock Holding History

XML Financial’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 		$367K Buy
9,179
+1,375
+18% +$61.8K 0.03% 336
2026
Q1 		$364K Buy
7,804
+2,900
+59% +$141K 0.03% 303
2025
Q4 		$211K Buy
+4,904
New +$203K 0.02% 409

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

XML Financial's IAUM Position: Q2 2026 in Review

XML Financial increased its iShares Gold Trust Micro (IAUM) stake by 18% in Q2 2026, buying an estimated $61.8K and bringing the position to 9,179 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #336.

XML Financial first reported a position in IAUM in Q4 2025 and has held it in 3 quarters since. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • XML Financial held 9,179 shares of iShares Gold Trust Micro worth $367K as of Q2 2026.
  • XML Financial bought 1,375 iShares Gold Trust Micro shares in Q2 2026, an estimated $61.8K.
  • iShares Gold Trust Micro made up 0.03% of XML Financial's portfolio in Q2 2026, its #336 holding.
  • XML Financial first reported a position in iShares Gold Trust Micro in Q4 2025 and has held it in 3 quarters since.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.