IA
KGLD

IFS Advisors’s Kurv Gold Enhanced Income ETF KGLD Stock Holding History

IFS Advisors’s Portfolio KGLD Stock Details KGLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.51K Hold
200
– – ﹤0.01% 138
2025
Q4 		$6.1K Hold
200
– – ﹤0.01% 119
2025
Q3 		$5.63K Buy
+200
New +$5.14K ﹤0.01% 118

Other funds holding KGLD

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

IFS Advisors's KGLD Position: Q1 2026 in Review

IFS Advisors held its Kurv Gold Enhanced Income ETF (KGLD) position steady in Q1 2026 at 200 shares worth $6.51K. The position accounts for ﹤0.01% of the portfolio, ranked #138.

IFS Advisors first reported a position in KGLD in Q3 2025 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold KGLD as of Q1 2026.

  • IFS Advisors held 200 shares of Kurv Gold Enhanced Income ETF worth $6.51K as of Q1 2026.
  • IFS Advisors left its Kurv Gold Enhanced Income ETF share count unchanged in Q1 2026.
  • Kurv Gold Enhanced Income ETF made up ﹤0.01% of IFS Advisors's portfolio in Q1 2026, its #138 holding.
  • IFS Advisors first reported a position in Kurv Gold Enhanced Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held Kurv Gold Enhanced Income ETF as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.