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Kestra Advisory Services’s iShares Gold Trust IAU Stock Holding History

Kestra Advisory Services’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
Q2 		$44M Sell
583,062
-9,748
-2% -$827K 0.14% 138
2026
Q1 		$52.3M Buy
592,810
+30,796
+5% +$2.82M 0.2% 98
2025
Q4 		$45.6M Buy
562,014
+30,585
+6% +$2.39M 0.19% 98
2025
Q3 		$38.7M Buy
531,429
+69,570
+15% +$4.54M 0.18% 105
2025
Q2 		$28.8M Sell
461,859
-12,021
-3% -$745K 0.14% 129
2025
Q1 		$27.9M Buy
473,880
+4,915
+1% +$266K 0.14% 119
2024
Q4 		$23.2M Buy
468,965
+45,271
+11% +$2.27M 0.13% 149
2024
Q3 		$21.1M Sell
423,694
-22,148
-5% -$1.04M 0.12% 183
2024
Q2 		$18.4M Buy
445,842
+44,407
+11% +$1.96M 0.1% 212
2024
Q1 		$16.9M Buy
401,435
+37,442
+10% +$1.47M 0.11% 176
2023
Q4 		$14.2M Buy
363,993
+34,414
+10% +$1.29M 0.12% 192
2023
Q3 		$11.5M Buy
329,579
+10,341
+3% +$377K 0.11% 206
2023
Q2 		$11.6M Buy
319,238
+109,509
+52% +$4.11M 0.12% 200
2023
Q1 		$7.84M Sell
209,729
-46,869
-18% -$1.68M 0.09% 250
2022
Q4 		$8.88M Sell
256,598
-71,738
-22% -$2.36M 0.08% 273
2022
Q3 		$10.4M Sell
328,336
-57,260
-15% -$1.88M 0.11% 205
2022
Q2 		$13.2M Buy
385,596
+8,641
+2% +$307K 0.14% 165
2022
Q1 		$13.9M Buy
376,955
+18,605
+5% +$665K 0.14% 158
2021
Q4 		$12.5M Sell
358,350
-35,381
-9% -$1.21M 0.13% 184
2021
Q3 		$13.2M Sell
393,731
-28,819
-7% -$982K 0.13% 174
2021
Q2 		$14.2M Buy
422,550
+42,501
+11% +$1.47M 0.16% 145
2021
Q1 		$12.4M Sell
380,049
-99,451
-21% -$3.4M 0.16% 153
2020
Q4 		$17.3M Buy
479,500
+149,607
+45% +$5.35M 0.2% 116
2020
Q3 		$11.9M Buy
+329,893
New +$12M 0.22% 116

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Kestra Advisory Services's IAU Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares Gold Trust (IAU) stake by 1.6% in Q2 2026, selling an estimated $827K and leaving 583,062 shares worth $44M. The position accounts for 0.14% of the portfolio, ranked #138.

Kestra Advisory Services first reported a position in IAU in Q3 2020 and has held it in 24 quarters since. The position peaked at $52.3M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Kestra Advisory Services held 583,062 shares of iShares Gold Trust worth $44M as of Q2 2026.
  • Kestra Advisory Services sold 9,748 iShares Gold Trust shares in Q2 2026, an estimated $827K.
  • iShares Gold Trust made up 0.14% of Kestra Advisory Services's portfolio in Q2 2026, its #138 holding.
  • Kestra Advisory Services first reported a position in iShares Gold Trust in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's iShares Gold Trust position peaked at $52.3M in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.