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KG&L Capital Management’s iShares Gold Trust IAU Stock Holding History

KG&L Capital 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 		$234K Sell
3,102
-201
-6% -$17.1K 0.14% 131
2026
Q1 		$291K Sell
3,303
-669
-17% -$61.4K 0.21% 99
2025
Q4 		$322K Hold
3,972
– – 0.08% 173
2025
Q3 		$289K Sell
3,972
-65
-2% -$4.24K 0.08% 178
2025
Q2 		$252K Sell
4,037
-26
-0.6% -$1.61K 0.07% 168
2025
Q1 		$240K Buy
+4,063
New +$220K 0.08% 175

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

KG&L Capital Management's IAU Position: Q2 2026 in Review

KG&L Capital Management reduced its iShares Gold Trust (IAU) stake by 6.1% in Q2 2026, selling an estimated $17.1K and leaving 3,102 shares worth $234K. The position accounts for 0.14% of the portfolio, ranked #131.

KG&L Capital Management first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $322K in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • KG&L Capital Management held 3,102 shares of iShares Gold Trust worth $234K as of Q2 2026.
  • KG&L Capital Management sold 201 iShares Gold Trust shares in Q2 2026, an estimated $17.1K.
  • iShares Gold Trust made up 0.14% of KG&L Capital Management's portfolio in Q2 2026, its #131 holding.
  • KG&L Capital Management first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • KG&L Capital Management's iShares Gold Trust position peaked at $322K in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on KG&L Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.