KIA
IAU icon

KCM Investment Advisors’s iShares Gold Trust IAU Stock Holding History

KCM Investment Advisors’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 		$1.25M Sell
14,129
-499
-3% -$45.8K 0.04% 202
2025
Q4 		$1.19M Sell
14,628
-2,737
-16% -$214K 0.04% 203
2025
Q3 		$1.26M Hold
17,365
– – 0.04% 201
2025
Q2 		$1.08M Buy
17,365
+1,450
+9% +$89.8K 0.04% 208
2025
Q1 		$938K Hold
15,915
– – 0.03% 213
2024
Q4 		$788K Buy
15,915
+2,132
+15% +$107K 0.03% 222
2024
Q3 		$685K Buy
13,783
+27
+0.2% +$1.26K 0.02% 243
2024
Q2 		$604K Buy
13,756
+7,837
+132% +$346K 0.02% 246
2024
Q1 		$249K Hold
5,919
– – 0.01% 344
2023
Q4 		$231K Buy
5,919
+42
+0.7% +$1.57K 0.01% 345
2023
Q3 		$206K Sell
5,877
-713
-11% -$26K 0.01% 356
2023
Q2 		$240K Sell
6,590
-883
-12% -$33.1K 0.01% 360
2023
Q1 		$279K Sell
7,473
-1,577
-17% -$56.6K 0.01% 353
2022
Q4 		$313K Sell
9,050
-1,551
-15% -$50.9K 0.01% 325
2022
Q3 		$334K Buy
10,601
+330
+3% +$10.8K 0.02% 296
2022
Q2 		$352K Buy
10,271
+68
+0.7% +$2.42K 0.02% 303
2022
Q1 		$376K Sell
10,203
-1,498
-13% -$53.5K 0.01% 330
2021
Q4 		$407K Sell
11,701
-171
-1% -$5.84K 0.01% 313
2021
Q3 		$397K Hold
11,872
– – 0.02% 297
2021
Q2 		$400K Buy
11,872
+998
+9% +$34.5K 0.02% 295
2021
Q1 		$354K Sell
10,874
-7,903
-42% -$270K 0.02% 288
2020
Q4 		$681K Buy
18,777
+1,920
+11% +$68.7K 0.03% 209
2020
Q3 		$607K Buy
16,857
+10,588
+169% +$387K 0.03% 203
2020
Q2 		$213K Buy
6,269
+667
+12% +$21.9K 0.01% 320
2020
Q1 		$169K Buy
5,602
+325
+6% +$9.82K 0.01% 299
2019
Q4 		$153K Sell
5,277
-1,034
-16% -$29.3K 0.01% 338
2019
Q3 		$178K Buy
+6,311
New +$178K 0.01% 322
2015
Q3 		– Sell
-33,179
Closed -$752K – 535
2015
Q2 		$752K Sell
33,179
-41
-0.1% -$946 0.06% 282
2015
Q1 		$761K Buy
33,220
+1,077
+3% +$25.4K 0.06% 282
2014
Q4 		$735K Buy
+32,143
New +$747K 0.06% 277

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

KCM Investment Advisors's IAU Position: Q1 2026 in Review

KCM Investment Advisors reduced its iShares Gold Trust (IAU) stake by 3.4% in Q1 2026, selling an estimated $45.8K and leaving 14,129 shares worth $1.25M. The position accounts for 0.04% of the portfolio, ranked #202.

KCM Investment Advisors first reported a position in IAU in Q4 2014 and has held it in 30 quarters since. The position peaked at $1.26M in Q3 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • KCM Investment Advisors held 14,129 shares of iShares Gold Trust worth $1.25M as of Q1 2026.
  • KCM Investment Advisors sold 499 iShares Gold Trust shares in Q1 2026, an estimated $45.8K.
  • iShares Gold Trust made up 0.04% of KCM Investment Advisors's portfolio in Q1 2026, its #202 holding.
  • KCM Investment Advisors first reported a position in iShares Gold Trust in Q4 2014 and has held it in 30 quarters since.
  • KCM Investment Advisors's iShares Gold Trust position peaked at $1.26M in Q3 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.