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

BCGM 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 		$2.28M Buy
30,166
+3,080
+11% +$261K 0.48% 60
2026
Q1 		$2.39M Sell
27,086
-43,252
-61% -$3.97M 0.6% 53
2025
Q4 		$5.71M Sell
70,338
-1,313
-2% -$103K 1.46% 19
2025
Q3 		$5.21M Buy
71,651
+18,524
+35% +$1.21M 1.36% 19
2025
Q2 		$3.31M Buy
53,127
+2,164
+4% +$134K 0.93% 37
2025
Q1 		$3M Buy
50,963
+27,590
+118% +$1.49M 0.92% 34
2024
Q4 		$1.16M Buy
+23,373
New +$1.17M 0.37% 63

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

BCGM Wealth Management increased its iShares Gold Trust (IAU) stake by 11% in Q2 2026, buying an estimated $261K and bringing the position to 30,166 shares worth $2.28M. The position accounts for 0.48% of the portfolio, ranked #60.

BCGM Wealth Management first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.71M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • BCGM Wealth Management held 30,166 shares of iShares Gold Trust worth $2.28M as of Q2 2026.
  • BCGM Wealth Management bought 3,080 iShares Gold Trust shares in Q2 2026, an estimated $261K.
  • iShares Gold Trust made up 0.48% of BCGM Wealth Management's portfolio in Q2 2026, its #60 holding.
  • BCGM Wealth Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • BCGM Wealth Management's iShares Gold Trust position peaked at $5.71M in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.