BAM Wealth Management
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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
Q3 		$227K Buy
2,912
+32
+1% +$2.56K 0.12% 180
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BAM Wealth Management's IAU Position: Q3 2026 in Review

BAM Wealth Management increased its iShares Gold Trust (IAU) stake by 1.1% in Q3 2026, buying an estimated $2.56K and bringing the position to 2,912 shares worth $227K. The position accounts for 0.12% of the portfolio, ranked #180.

BAM Wealth Management first reported a position in IAU in Q3 2025 and has held it in 5 quarters since. The position peaked at $342K in Q4 2025. 1,390 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • BAM Wealth Management held 2,912 shares of iShares Gold Trust worth $227K as of Q3 2026.
  • BAM Wealth Management bought 32 iShares Gold Trust shares in Q3 2026, an estimated $2.56K.
  • iShares Gold Trust made up 0.12% of BAM Wealth Management's portfolio in Q3 2026, its #180 holding.
  • BAM Wealth Management first reported a position in iShares Gold Trust in Q3 2025 and has held it in 5 quarters since.
  • BAM Wealth Management's iShares Gold Trust position peaked at $342K in Q4 2025.
  • 1,390 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.