Bauman Advisory Group, LLC
Top Portfolio Positions
29 positions ·
$26,241,511 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAUM |
iShares Gold Trust Micro
|
190,927 | $8,916,290 | 33.98% | |
| AAPL |
Apple Inc.
Technology
|
9,026 | $2,290,708 | 8.73% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
1,289 | $1,284,398 | 4.89% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
9,281 | $1,153,442 | 4.40% | |
| SIVR |
abrdn Silver ETF Trust
|
14,767 | $1,057,464 | 4.03% | |
| UPS |
United Parcel Service Inc
Industrials
|
10,189 | $1,002,393 | 3.82% | |
| MSFT |
Microsoft Corp
Technology
|
2,343 | $867,308 | 3.31% | |
| NVDA |
Nvidia Corp
Technology
|
4,610 | $803,984 | 3.06% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
12,287 | $725,301 | 2.76% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,386 | $705,202 | 2.69% |
Portfolio Trend
2 quarters · across all stocks
Holdings in IAUM
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,916,290 | 190,927 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,778,940 | 111,164 | Shares | Sole | 2026-02-20 | |
| No 13F history on record for this holder in this stock. | ||||||