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

BKM 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
Q1 		$817K Sell
9,267
-40
-0.4% -$3.67K 0.3% 81
2025
Q4 		$755K Buy
9,307
+837
+10% +$65.5K 0.28% 84
2025
Q3 		$616K Buy
8,470
+800
+10% +$52.2K 0.23% 92
2025
Q2 		$478K Buy
7,670
+41
+0.5% +$2.54K 0.19% 107
2025
Q1 		$450K Hold
7,629
– – 0.19% 112
2024
Q4 		$378K Sell
7,629
-11,160
-59% -$561K 0.16% 119
2024
Q3 		$934K Hold
18,789
– – 0.38% 71
2024
Q2 		$825K Buy
18,789
+12,215
+186% +$540K 0.4% 76
2024
Q1 		$276K Sell
6,574
-100
-1% -$3.92K 0.12% 135
2023
Q4 		$260K Buy
+6,674
New +$250K 0.11% 141

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BKM Wealth Management's IAU Position: Q1 2026 in Review

BKM Wealth Management reduced its iShares Gold Trust (IAU) stake by 0.43% in Q1 2026, selling an estimated $3.67K and leaving 9,267 shares worth $817K. The position accounts for 0.3% of the portfolio, ranked #81.

BKM Wealth Management first reported a position in IAU in Q4 2023 and has held it in 10 quarters since. The position peaked at $934K in Q3 2024. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • BKM Wealth Management held 9,267 shares of iShares Gold Trust worth $817K as of Q1 2026.
  • BKM Wealth Management sold 40 iShares Gold Trust shares in Q1 2026, an estimated $3.67K.
  • iShares Gold Trust made up 0.3% of BKM Wealth Management's portfolio in Q1 2026, its #81 holding.
  • BKM Wealth Management first reported a position in iShares Gold Trust in Q4 2023 and has held it in 10 quarters since.
  • BKM Wealth Management's iShares Gold Trust position peaked at $934K in Q3 2024.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.