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Kilter Group’s iShares Gold Trust IAU Stock Holding History

Kilter Group’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 		$24.4K Sell
323
-21,481
-99% -$1.82M 0.01% 251
2026
Q1 		$1.92M Sell
21,804
-7,537
-26% -$691K 0.83% 20
2025
Q4 		$2.38M Sell
29,341
-799
-3% -$62.5K 1.05% 18
2025
Q3 		$2.19M Buy
30,140
+11,207
+59% +$731K 1.03% 18
2025
Q2 		$1.18M Sell
18,933
-5,808
-23% -$360K 0.54% 24
2025
Q1 		$1.46M Buy
24,741
+10,380
+72% +$561K 0.95% 17
2024
Q4 		$711K Buy
+14,361
New +$722K 0.46% 24

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

Kilter Group's IAU Position: Q2 2026 in Review

Kilter Group reduced its iShares Gold Trust (IAU) stake by 99% in Q2 2026, selling an estimated $1.82M and leaving 323 shares worth $24.4K. The position accounts for 0.01% of the portfolio, ranked #251.

Kilter Group first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.38M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Kilter Group held 323 shares of iShares Gold Trust worth $24.4K as of Q2 2026.
  • Kilter Group sold 21,481 iShares Gold Trust shares in Q2 2026, an estimated $1.82M.
  • iShares Gold Trust made up 0.01% of Kilter Group's portfolio in Q2 2026, its #251 holding.
  • Kilter Group first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Kilter Group's iShares Gold Trust position peaked at $2.38M in Q4 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.