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Kaydan Wealth Management’s iShares Gold Trust IAU Stock Holding History

Kaydan 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 		$15.7M Sell
177,975
-253,622
-59% -$23.3M 5.25% 6
2025
Q4 		$35M Sell
431,597
-14,466
-3% -$1.13M 10.14% 2
2025
Q3 		$32.5M Buy
446,063
+86,818
+24% +$5.66M 9.27% 2
2025
Q2 		$22.4M Sell
359,245
-7,677
-2% -$476K 7.34% 4
2025
Q1 		$21.6M Buy
366,922
+129,532
+55% +$7.01M 6.94% 5
2024
Q4 		$11.8M Sell
237,390
-147,399
-38% -$7.41M 3.91% 8
2024
Q3 		$19.1M Sell
384,789
-4,195
-1% -$196K 5.64% 8
2024
Q2 		$17.1M Sell
388,984
-165,072
-30% -$7.29M 6.06% 7
2024
Q1 		$23.3M Buy
554,056
+170,045
+44% +$6.67M 7.94% 5
2023
Q4 		$15M Buy
+384,011
New +$14.4M 6.09% 7
2022
Q3 		– Sell
-6,518
Closed -$224K – 86
2022
Q2 		$224K Sell
6,518
-1,424
-18% -$50.7K 0.12% 84
2022
Q1 		$293K Sell
7,942
-513
-6% -$18.3K 0.13% 86
2021
Q4 		$294K Buy
+8,455
New +$289K 0.11% 86

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Kaydan Wealth Management's IAU Position: Q1 2026 in Review

Kaydan Wealth Management reduced its iShares Gold Trust (IAU) stake by 59% in Q1 2026, selling an estimated $23.3M and leaving 177,975 shares worth $15.7M. The position accounts for 5.25% of the portfolio, ranked #6.

Kaydan Wealth Management first reported a position in IAU in Q4 2021 and has held it in 13 quarters since. The position peaked at $35M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Kaydan Wealth Management held 177,975 shares of iShares Gold Trust worth $15.7M as of Q1 2026.
  • Kaydan Wealth Management sold 253,622 iShares Gold Trust shares in Q1 2026, an estimated $23.3M.
  • iShares Gold Trust made up 5.25% of Kaydan Wealth Management's portfolio in Q1 2026, its #6 holding.
  • Kaydan Wealth Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 13 quarters since.
  • Kaydan Wealth Management's iShares Gold Trust position peaked at $35M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Kaydan Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.