Stonehage Fleming Financial Services Holdings Ltd IAUM — ISHARES GOLD TR

Ownership history in Stonehage Fleming Financial Services Holdings Ltd  ·  7 quarters on record

AI Ownership Summary

Stonehage Fleming Financial Services Holdings Ltd reported ISHARES GOLD TR (IAUM) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.19% in 2026 Q1. The latest visible filing shows IAUM at 0.16% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IAUM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stonehage Fleming Financial Services Holdings Ltd's position in ISHARES GOLD TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IAUM was reported at 0.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IAUM stock page Stonehage Fleming Financial Services Holdings Ltd fund profile Stonehage Fleming Financial Services Holdings Ltd full holdings
How Stonehage Fleming Financial Services Holdings Ltd held IAUM — position size vs. price
% of Fund (quarterly)    IAUM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 118,947 +5,639 +5.0% 0.16% $4.8M 2026-08-17 $44.05
2026 Q1 ADDED — — — 113,308 +14,588 +14.8% 0.19% $5.3M 2026-05-13 $46.72
2025 Q4 REDUCED — — — 98,720 -2,304 -2.3% 0.13% $4.2M 2026-01-13 $45.72
2025 Q3 ADDED — — — 101,024 +10,709 +11.9% 0.11% $3.9M 2025-11-03 $39.98
2025 Q2 ADDED — — — 90,315 +8,314 +10.1% 0.09% $3.0M 2025-07-25 $33.28
2025 Q1 ADDED — — — 82,001 +52,155 +174.7% 0.09% $2.6M 2025-05-14 $31.71
2024 Q4 INITIATED — — — 29,846 — — 0.02% $781K 2025-01-22 $27.50

🏢 Other funds also holding IAUM

As of 2026 Q2 — sorted by position size

SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO 57.17% Alaska Permanent Fund Corp 3Y 10.03% SFM, LLC 4.51% United Community Bank 4.3% Reliant Wealth Planning 3Y 3.9% Fielder Capital Group LLC 3.42% TABLEAUX LLC 3.09% Bauman Advisory Group, LLC 2.95% Spectrum Strategic Capital Management, LLC 2.48% M Wealth Management, LLC 2.42%

FAQ About Stonehage Fleming Financial Services Holdings Ltd and IAUM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stonehage Fleming Financial Services Holdings Ltd reported owning IAUM?

Stonehage Fleming Financial Services Holdings Ltd reported IAUM across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported IAUM position in Stonehage Fleming Financial Services Holdings Ltd's portfolio?

The largest reported portfolio weight for IAUM was 0.19% in 2026 Q1.

What is the latest reported IAUM position on this page?

The most recent filing on this page is 2026 Q2, when Stonehage Fleming Financial Services Holdings Ltd reported 118,947 shares, equal to 0.16% of portfolio, with an estimated market value of $4.8M.

What does the chart on this IAUM ownership page compare?

The chart compares Stonehage Fleming Financial Services Holdings Ltd's quarterly IAUM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Stonehage Fleming Financial Services Holdings Ltd time their IAUM position?

Based on 13F filing dates vs. subsequent IAUM price moves, Stonehage Fleming Financial Services Holdings Ltd correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on IAUM relative to SPY over the holding period was +14.7%.

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