AE Wealth Management LLC
- SEC CIK
- 0001697723
- Latest filing
- Aug 3, 2026
IAUM holding history
iShares Gold Trust Micro in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
IAUM overviewAll 13F holders of IAUMFull Q2 2026 holdings
- Shares (Q2 2026)
- 182,548
- Value
- $7.30M
- % of portfolio
- <0.1%
- Quarters held
- 17
- Since Q2 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 182,548 | $7.30M | <0.1% | −70,804−27.9% | Reduced | Holders |
| Q1 2026 | 253,352 | $11.8M | 0.1% | −316,675−55.6% | Reduced | Holders |
| Q4 2025 | 570,027 | $24.5M | 0.1% | +45,855+8.7% | Added | Holders |
| Q3 2025 | 524,172 | $20.2M | 0.1% | +74,573+16.6% | Added | Holders |
| Q2 2025 | 449,599 | $14.8M | 0.1% | +132,699+41.9% | Added | Holders |
| Q1 2025 | 316,900 | $9.88M | 0.1% | +49,985+18.7% | Added | Holders |
| Q4 2024 | 266,915 | $6.99M | 0.1% | +117,658+78.8% | Added | Holders |
| Q3 2024 | 149,257 | $3.92M | <0.1% | −294,950−66.4% | Reduced | Holders |
| Q2 2024 | 444,207 | $10.3M | 0.1% | −59,705−11.8% | Reduced | Holders |
| Q1 2024 | 503,912 | $11.2M | 0.1% | −930,349−64.9% | Reduced | Holders |
| Q4 2023 | 1,434,261 | $28.9M | 0.1% | −484,352−25.2% | Reduced | Holders |
| Q3 2023 | 1,918,613 | $35.4M | 0.2% | +195,890+11.4% | Added | Holders |
| Q2 2023 | 1,722,723 | $33.0M | 0.2% | −181,571−9.5% | Reduced | Holders |
| Q1 2023 | 1,904,294 | $37.5M | 0.2% | +94,554+5.2% | Added | Holders |
| Q4 2022 | 1,809,740 | $33.0M | 0.2% | +590,796+48.5% | Added | Holders |
| Q3 2022 | 1,218,944 | $20.2M | 0.2% | +900,115+282.3% | Added | Holders |
| Q2 2022 | 318,829 | $5.76M | <0.1% | +318,829 | New | Holders |