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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
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

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

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

BKM Wealth Management reduced its iShares Gold Trust (IAU) stake by 4.8% in Q2 2026, selling an estimated $37.6K and leaving 8,824 shares worth $666K. The position accounts for 0.24% of the portfolio, ranked #90.

BKM Wealth Management first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $934K in Q3 2024. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • BKM Wealth Management held 8,824 shares of iShares Gold Trust worth $666K as of Q2 2026.
  • BKM Wealth Management sold 443 iShares Gold Trust shares in Q2 2026, an estimated $37.6K.
  • iShares Gold Trust made up 0.24% of BKM Wealth Management's portfolio in Q2 2026, its #90 holding.
  • BKM Wealth Management first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • BKM Wealth Management's iShares Gold Trust position peaked at $934K in Q3 2024.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.