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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
Q2 		$330K Sell
4,364
-2,807
-39% -$238K 0.01% 401
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 $1.55T 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 22.9% 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 Investment Management's IAU Position: Q2 2026 in Review

Kestra Investment Management reduced its iShares Gold Trust (IAU) stake by 39% in Q2 2026, selling an estimated $238K and leaving 4,364 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #401.

Kestra Investment Management first reported a position in IAU in Q4 2024 and has held it in 5 quarters since. The position peaked at $632K in Q1 2026. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Kestra Investment Management held 4,364 shares of iShares Gold Trust worth $330K as of Q2 2026.
  • Kestra Investment Management sold 2,807 iShares Gold Trust shares in Q2 2026, an estimated $238K.
  • iShares Gold Trust made up 0.01% of Kestra Investment Management's portfolio in Q2 2026, its #401 holding.
  • Kestra Investment Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 5 quarters since.
  • Kestra Investment Management's iShares Gold Trust position peaked at $632K in Q1 2026.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.