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Kestra Private Wealth Services’s iShares Gold Trust IAU Stock Holding History

Kestra Private Wealth 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 		$13.5M Sell
179,228
-14,306
-7% -$1.21M 0.15% 153
2026
Q1 		$17.1M Sell
193,534
-16,060
-8% -$1.47M 0.21% 105
2025
Q4 		$17M Sell
209,594
-868
-0.4% -$67.9K 0.21% 101
2025
Q3 		$15.3M Buy
210,462
+41,127
+24% +$2.68M 0.2% 112
2025
Q2 		$10.6M Buy
169,335
+6,327
+4% +$392K 0.15% 154
2025
Q1 		$9.61M Buy
163,008
+11,612
+8% +$628K 0.16% 148
2024
Q4 		$7.5M Buy
151,396
+3,292
+2% +$165K 0.13% 180
2024
Q3 		$7.36M Buy
148,104
+4,056
+3% +$190K 0.14% 169
2024
Q2 		$6.33M Buy
144,048
+2,862
+2% +$126K 0.13% 182
2024
Q1 		$5.93M Sell
141,186
-1,994
-1% -$78.2K 0.13% 174
2023
Q4 		$5.59M Sell
143,180
-4,637
-3% -$174K 0.14% 172
2023
Q3 		$5.17M Sell
147,817
-3,225
-2% -$118K 0.16% 147
2023
Q2 		$5.5M Buy
151,042
+24,063
+19% +$902K 0.19% 135
2023
Q1 		$4.75M Buy
126,979
+55,406
+77% +$1.99M 0.19% 133
2022
Q4 		$2.48M Sell
71,573
-4,085
-5% -$134K 0.13% 188
2022
Q3 		$2.38M Buy
75,658
+6,663
+10% +$218K 0.14% 173
2022
Q2 		$2.37M Sell
68,995
-9,390
-12% -$334K 0.14% 180
2022
Q1 		$2.89M Buy
78,385
+20,869
+36% +$746K 0.14% 162
2021
Q4 		$2M Buy
57,516
+26,692
+87% +$912K 0.1% 222
2021
Q3 		$1.03M Buy
30,824
+9,882
+47% +$337K 0.06% 342
2021
Q2 		$706K Buy
20,942
+2,632
+14% +$91K 0.04% 426
2021
Q1 		$595K Buy
18,310
+7,213
+65% +$246K 0.04% 416
2020
Q4 		$401K Sell
11,097
-147
-1% -$5.26K 0.03% 485
2020
Q3 		$405K Buy
+11,244
New +$411K 0.04% 426

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 Private Wealth Services's IAU Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its iShares Gold Trust (IAU) stake by 7.4% in Q2 2026, selling an estimated $1.21M and leaving 179,228 shares worth $13.5M. The position accounts for 0.15% of the portfolio, ranked #153.

Kestra Private Wealth Services first reported a position in IAU in Q3 2020 and has held it in 24 quarters since. The position peaked at $17.1M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Kestra Private Wealth Services held 179,228 shares of iShares Gold Trust worth $13.5M as of Q2 2026.
  • Kestra Private Wealth Services sold 14,306 iShares Gold Trust shares in Q2 2026, an estimated $1.21M.
  • iShares Gold Trust made up 0.15% of Kestra Private Wealth Services's portfolio in Q2 2026, its #153 holding.
  • Kestra Private Wealth Services first reported a position in iShares Gold Trust in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's iShares Gold Trust position peaked at $17.1M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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