Blue Bell Private Wealth Management’s iShares Gold Trust IAU Stock Holding History

Blue Bell Private 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	$434K	Buy	5,743 +282	+5%	+$23.9K	0.05%	205
2026 Q1	$481K	Hold	5,461	–	–	0.07%	169
2025 Q4	$443K	Buy	5,461 +5	+0.1%	+$391	0.07%	171
2025 Q3	$397K	Hold	5,456	–	–	0.06%	173
2025 Q2	$340K	Sell	5,456 -320	-6%	-$19.8K	0.06%	175
2025 Q1	$341K	Hold	5,776	–	–	0.06%	161
2024 Q4	$286K	Hold	5,776	–	–	0.05%	180
2024 Q3	$287K	Hold	5,776	–	–	0.05%	178
2024 Q2	$254K	Sell	5,776 -175	-3%	-$7.73K	0.05%	172
2024 Q1	$250K	Hold	5,951	–	–	0.05%	161
2023 Q4	$232K	Buy	5,951 +3	+0.1%	+$112	0.06%	150
2023 Q3	$208K	Sell	5,948 -9	-0.2%	-$328	0.06%	141
2023 Q2	$217K	Hold	5,957	–	–	0.06%	135
2023 Q1	$223K	Hold	5,957	–	–	0.07%	116
2022 Q4	$206K	Hold	5,957	–	–	0.07%	108
2022 Q3	$188K	Hold	5,957	–	–	0.07%	109
2022 Q2	$204K	Hold	5,957	–	–	0.07%	101
2022 Q1	$219K	Hold	5,957	–	–	0.06%	101
2021 Q4	$207K	Hold	5,957	–	–	0.05%	99
2021 Q3	$199K	Sell	5,957 -737	-11%	-$25.1K	0.06%	78
2021 Q2	$226K	Sell	6,694 -2	-0%	-$69	0.07%	73
2021 Q1	$218K	Hold	6,696	–	–	0.07%	76
2020 Q4	$240K	Buy	6,696 +738	+12%	+$26.4K	0.08%	63
2020 Q3	$214K	Hold	5,958	–	–	0.09%	65
2020 Q2	$200K	Buy	5,958 +1,491	+33%	+$48.9K	0.09%	58
2020 Q1	$135K	Sell	4,467 -133	-3%	-$4.02K	0.08%	65
2019 Q4	$133K	Buy	4,600 +400	+10%	+$11.3K	0.05%	73
2019 Q3	$118K	Hold	4,200	–	–	0.05%	67
2019 Q2	$113K	Hold	4,200	–	–	0.05%	68
2019 Q1	$104K	Hold	4,200	–	–	0.05%	77
2018 Q4	$103K	Sell	4,200 -487	-10%	-$11.5K	0.05%	74
2018 Q3	$107K	Sell	4,687 -250	-5%	-$5.81K	0.05%	86
2018 Q2	$119K	Buy	4,937 +237	+5%	+$5.94K	0.05%	83
2018 Q1	$119K	Hold	4,700	–	–	0.05%	89
2017 Q4	$117K	Hold	4,700	–	–	0.05%	95
2017 Q3	$116K	Hold	4,700	–	–	0.06%	94
2017 Q2	$112K	Hold	4,700	–	–	0.06%	99
2017 Q1	$113K	Hold	4,700	–	–	0.06%	91
2016 Q4	$105K	Sell	4,700 -875	-16%	-$20.5K	0.06%	98
2016 Q3	$142K	Sell	5,575 -800	-13%	-$20.6K	0.08%	114
2016 Q2	$163K	Hold	6,375	–	–	0.11%	101
2016 Q1	$151K	Hold	6,375	–	–	0.1%	114
2015 Q4	$130K	Buy	6,375 +3,200	+101%	+$68.2K	0.09%	127
2015 Q3	$68K	Hold	3,175	–	–	0.05%	180
2015 Q2	$72K	Sell	3,175 -625	-16%	-$14.4K	0.04%	175
2015 Q1	$87K	Hold	3,800	–	–	0.05%	154
2014 Q4	$86K	Sell	3,800 -1,750	-32%	-$40.7K	0.05%	169
2014 Q3	$130K	Buy	5,550 +1,750	+46%	+$43.4K	0.08%	139
2014 Q2	$98K	Buy	3,800 +200	+6%	+$5K	0.06%	151
2014 Q1	$90K	Hold	3,600	–	–	0.06%	140
2013 Q4	$84K	Buy	+3,600	New	+$88.9K	0.06%	147

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Blue Bell Private Wealth Management's IAU Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its iShares Gold Trust (IAU) stake by 5.2% in Q2 2026, buying an estimated $23.9K and bringing the position to 5,743 shares worth $434K. The position accounts for 0.05% of the portfolio, ranked #205.

Blue Bell Private Wealth Management first reported a position in IAU in Q4 2013 and has held it in 51 quarters since. The position peaked at $481K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Blue Bell Private Wealth Management held 5,743 shares of iShares Gold Trust worth $434K as of Q2 2026.
Blue Bell Private Wealth Management bought 282 iShares Gold Trust shares in Q2 2026, an estimated $23.9K.
iShares Gold Trust made up 0.05% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #205 holding.
Blue Bell Private Wealth Management first reported a position in iShares Gold Trust in Q4 2013 and has held it in 51 quarters since.
Blue Bell Private Wealth Management's iShares Gold Trust position peaked at $481K in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.