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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Schrum Private Wealth Management's IAU Position: Q1 2026 in Review

Schrum Private Wealth Management held its iShares Gold Trust (IAU) position steady in Q1 2026 at 7,450 shares worth $657K. The position accounts for 0.5% of the portfolio, ranked #60.

Schrum Private Wealth Management first reported a position in IAU in Q4 2021 and has held it in 18 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Schrum Private Wealth Management held 7,450 shares of iShares Gold Trust worth $657K as of Q1 2026.
Schrum Private Wealth Management left its iShares Gold Trust share count unchanged in Q1 2026.
iShares Gold Trust made up 0.5% of Schrum Private Wealth Management's portfolio in Q1 2026, its #60 holding.
Schrum Private Wealth Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 18 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.