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

Schrum 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	$342K	Sell	7,217 -233	-3%	-$19.8K	0.35%	74
2026 Q1	$657K	Hold	7,450	–	–	0.5%	60
2025 Q4	$605K	Buy	7,450 +233	+3%	+$18.2K	0.45%	62
2025 Q3	$525K	Buy	7,217 +802	+13%	+$52.3K	0.39%	66
2025 Q2	$400K	Hold	6,415	–	–	0.32%	79
2025 Q1	$378K	Hold	6,415	–	–	0.33%	79
2024 Q4	$318K	Sell	6,415 -6,415	-50%	-$322K	0.27%	91
2024 Q3	$638K	Buy	12,830 +6,415	+100%	+$300K	0.33%	70
2024 Q2	$282K	Hold	6,415	–	–	0.25%	96
2024 Q1	$269K	Hold	6,415	–	–	0.24%	103
2023 Q4	$250K	Hold	6,415	–	–	0.36%	75
2023 Q3	$224K	Hold	6,415	–	–	0.26%	101
2023 Q2	$233K	Hold	6,415	–	–	0.25%	98
2023 Q1	$240K	Hold	6,415	–	–	0.28%	93
2022 Q4	$222K	Hold	6,415	–	–	0.26%	101
2022 Q3	$202K	Hold	6,415	–	–	0.25%	104
2022 Q2	$220K	Hold	6,415	–	–	0.25%	103
2022 Q1	$231K	Hold	6,415	–	–	0.23%	102
2021 Q4	$224K	Buy	+6,415	New	+$219K	0.2%	116

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

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

Schrum Private Wealth Management reduced its iShares Gold Trust (IAU) stake by 3.1% in Q2 2026, selling an estimated $19.8K and leaving 7,217 shares worth $342K. The position accounts for 0.35% of the portfolio, ranked #74.

Schrum Private Wealth Management first reported a position in IAU in Q4 2021 and has held it in 19 quarters since. The position peaked at $657K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Schrum Private Wealth Management held 7,217 shares of iShares Gold Trust worth $342K as of Q2 2026.
Schrum Private Wealth Management sold 233 iShares Gold Trust shares in Q2 2026, an estimated $19.8K.
iShares Gold Trust made up 0.35% of Schrum Private Wealth Management's portfolio in Q2 2026, its #74 holding.
Schrum Private Wealth Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 19 quarters since.
Schrum Private Wealth Management's iShares Gold Trust position peaked at $657K in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.