Hutchens & Kramer Investment Management Group’s iShares Gold Trust IAU Stock Holding History

Hutchens & Kramer Investment Management Group’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	$211K	Sell	2,704 -2	-0.1%	-$160	0.06%	148
2026 Q2	$204K	Sell	2,706 -53	-2%	-$4.5K	0.05%	157
2026 Q1	$243K	Sell	2,759 -1,735	-39%	-$159K	0.08%	131
2025 Q4	$365K	Sell	4,494 -434	-9%	-$33.9K	0.13%	106
2025 Q3	$359K	Buy	4,928 +352	+8%	+$23K	0.14%	102
2025 Q2	$288K	Sell	4,576 -454	-9%	-$28.1K	0.13%	117
2025 Q1	$297K	Buy	+5,030	New	+$272K	0.16%	105

Other funds holding IAU

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

PSU

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

BIAS

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

JMFC

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

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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's IAU Position: Q3 2026 in Review

Hutchens & Kramer Investment Management Group reduced its iShares Gold Trust (IAU) stake by 0.07% in Q3 2026, selling an estimated $160 and leaving 2,704 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #148.

Hutchens & Kramer Investment Management Group first reported a position in IAU in Q1 2025 and has held it in 7 quarters since. The position peaked at $365K in Q4 2025. 339 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Hutchens & Kramer Investment Management Group held 2,704 shares of iShares Gold Trust worth $211K as of Q3 2026.
Hutchens & Kramer Investment Management Group sold 2 iShares Gold Trust shares in Q3 2026, an estimated $160.
iShares Gold Trust made up 0.06% of Hutchens & Kramer Investment Management Group's portfolio in Q3 2026, its #148 holding.
Hutchens & Kramer Investment Management Group first reported a position in iShares Gold Trust in Q1 2025 and has held it in 7 quarters since.
Hutchens & Kramer Investment Management Group's iShares Gold Trust position peaked at $365K in Q4 2025.
339 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q3 2026, filed 16 Oct 2026.