Rooted Wealth Advisors, Inc.
Position in IAUM — iShares Gold Trust Micro
CIK 1963732
BOURBONNAIS, IL
Position in IAUM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,332,533
+$7,234 QoQ
Shares Held
33,305
+17.4% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
1.91%
of 13F equity value
Holder Rank
#96
of 259 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IAUM Over Time
Shares Held
Position Value (USD)
All Filings in IAUM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,332,533 | 33,305 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,325,299 | 28,379 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,042,163 | 24,242 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $925,501 | 24,039 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $774,308 | 23,471 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $699,704 | 22,448 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $640,798 | 24,486 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $661,867 | 25,214 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $605,195 | 26,086 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $615,816 | 27,777 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $549,319 | 26,666 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $464,017 | 25,150 | Shares | Sole | 2023-11-21 | |
| 2023-06-30 | $432,470 | 22,548 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $344,299 | 17,486 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $299,645 | 16,455 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||