BWM
IAU icon

BAM Wealth Management’s iShares Gold Trust IAU Stock Holding History

BAM Wealth Management’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$217K Sell
2,880
-102
-3% -$8.66K 0.14% 159
2026
Q1 		$263K Sell
2,982
-1,227
-29% -$113K 0.2% 132
2025
Q4 		$342K Sell
4,209
-316
-7% -$24.7K 0.25% 95
2025
Q3 		$329K Buy
+4,525
New +$295K 0.26% 91

Other funds holding IAU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BAM Wealth Management's IAU Position: Q2 2026 in Review

BAM Wealth Management reduced its iShares Gold Trust (IAU) stake by 3.4% in Q2 2026, selling an estimated $8.66K and leaving 2,880 shares worth $217K. The position accounts for 0.14% of the portfolio, ranked #159.

BAM Wealth Management first reported a position in IAU in Q3 2025 and has held it in 4 quarters since. The position peaked at $342K in Q4 2025. 1,225 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • BAM Wealth Management held 2,880 shares of iShares Gold Trust worth $217K as of Q2 2026.
  • BAM Wealth Management sold 102 iShares Gold Trust shares in Q2 2026, an estimated $8.66K.
  • iShares Gold Trust made up 0.14% of BAM Wealth Management's portfolio in Q2 2026, its #159 holding.
  • BAM Wealth Management first reported a position in iShares Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • BAM Wealth Management's iShares Gold Trust position peaked at $342K in Q4 2025.
  • 1,225 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.