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KFG Wealth Management’s iShares Gold Trust IAU Stock Holding History

KFG Wealth 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 		– Sell
-2,830
Closed -$249K – 234
2026
Q1 		$249K Sell
2,830
-537
-16% -$49.3K 0.03% 194
2025
Q4 		$273K Sell
3,367
-30
-0.9% -$2.35K 0.04% 181
2025
Q3 		$247K Sell
3,397
-145
-4% -$9.46K 0.04% 183
2025
Q2 		$221K Buy
3,542
+135
+4% +$8.37K 0.04% 187
2025
Q1 		$201K Buy
+3,407
New +$184K 0.04% 185

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

KFG Wealth Management's IAU Position: Q2 2026 in Review

KFG Wealth Management sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 2,830 shares — an estimated $249K sold.

KFG Wealth Management first reported a position in IAU in Q1 2025 and held it in 5 quarters. The position peaked at $273K in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • KFG Wealth Management reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • KFG Wealth Management sold 2,830 iShares Gold Trust shares in Q2 2026, an estimated $249K.
  • KFG Wealth Management first reported a position in iShares Gold Trust in Q1 2025 and held it in 5 quarters.
  • KFG Wealth Management's iShares Gold Trust position peaked at $273K in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.