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Kestra Investment Management’s iShares Gold Trust IAU Stock Holding History

Kestra Investment 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 		$632K Buy
7,171
+2,074
+41% +$190K 0.01% 267
2025
Q4 		$414K Buy
5,097
+100
+2% +$7.82K 0.01% 309
2025
Q3 		$364K Buy
+4,997
New +$326K 0.01% 326
2025
Q1 		– Sell
-298
Closed -$14.8K – 1150
2024
Q4 		$14.8K Buy
+298
New +$15K ﹤0.01% 772

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

Kestra Investment Management's IAU Position: Q1 2026 in Review

Kestra Investment Management increased its iShares Gold Trust (IAU) stake by 41% in Q1 2026, buying an estimated $190K and bringing the position to 7,171 shares worth $632K. The position accounts for 0.01% of the portfolio, ranked #267.

Kestra Investment Management first reported a position in IAU in Q4 2024 and has held it in 4 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Kestra Investment Management held 7,171 shares of iShares Gold Trust worth $632K as of Q1 2026.
  • Kestra Investment Management bought 2,074 iShares Gold Trust shares in Q1 2026, an estimated $190K.
  • iShares Gold Trust made up 0.01% of Kestra Investment Management's portfolio in Q1 2026, its #267 holding.
  • Kestra Investment Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 4 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.