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 Q3	$650K	Sell	8,317 -507	-6%	-$40.6K	0.21%	95
2026 Q2	$666K	Sell	8,824 -443	-5%	-$37.6K	0.24%	90
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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

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

BKM Wealth Management reduced its iShares Gold Trust (IAU) stake by 5.7% in Q3 2026, selling an estimated $40.6K and leaving 8,317 shares worth $650K. The position accounts for 0.21% of the portfolio, ranked #95.

BKM Wealth Management first reported a position in IAU in Q4 2023 and has held it in 12 quarters since. The position peaked at $934K in Q3 2024. 788 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

BKM Wealth Management held 8,317 shares of iShares Gold Trust worth $650K as of Q3 2026.
BKM Wealth Management sold 507 iShares Gold Trust shares in Q3 2026, an estimated $40.6K.
iShares Gold Trust made up 0.21% of BKM Wealth Management's portfolio in Q3 2026, its #95 holding.
BKM Wealth Management first reported a position in iShares Gold Trust in Q4 2023 and has held it in 12 quarters since.
BKM Wealth Management's iShares Gold Trust position peaked at $934K in Q3 2024.
788 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.