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

Kingsview 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	$25.3M	Sell	335,451 -7,867	-2%	-$668K	0.31%	52
2026 Q1	$30.3M	Sell	343,318 -103,710	-23%	-$9.51M	0.41%	43
2025 Q4	$36.3M	Sell	447,028 -42,627	-9%	-$3.33M	0.52%	37
2025 Q3	$35.6M	Buy	489,655 +142,233	+41%	+$9.28M	0.54%	36
2025 Q2	$21.7M	Sell	347,422 -13,080	-4%	-$811K	0.37%	48
2025 Q1	$21.3M	Buy	360,502 +826	+0.2%	+$44.7K	0.4%	44
2024 Q4	$17.8M	Sell	359,676 -110,224	-23%	-$5.54M	0.35%	51
2024 Q3	$23.4M	Buy	469,900 +152,446	+48%	+$7.14M	0.49%	45
2024 Q2	$13.9M	Sell	317,454 -11,194	-3%	-$495K	0.33%	55
2024 Q1	$13.8M	Buy	328,648 +30,797	+10%	+$1.21M	0.35%	57
2023 Q4	$11.6M	Buy	297,851 +92,708	+45%	+$3.47M	0.35%	63
2023 Q3	$7.18M	Sell	205,143 -92,221	-31%	-$3.37M	0.26%	90
2023 Q2	$10.8M	Sell	297,364 -4,918	-2%	-$184K	0.42%	46
2023 Q1	$11.3M	Buy	302,282 +199,750	+195%	+$7.17M	0.47%	46
2022 Q4	$3.55M	Sell	102,532 -1,352	-1%	-$44.4K	0.15%	154
2022 Q3	$3.27M	Sell	103,884 -19,842	-16%	-$650K	0.16%	147
2022 Q2	$4.25M	Buy	123,726 +5,574	+5%	+$198K	0.2%	123
2022 Q1	$4.35M	Buy	118,152 +13,428	+13%	+$480K	0.19%	126
2021 Q4	$3.65M	Sell	104,724 -14,079	-12%	-$481K	0.15%	150
2021 Q3	$3.97M	Sell	118,803 -25,179	-17%	-$858K	0.19%	124
2021 Q2	$4.87M	Buy	143,982 +8,273	+6%	+$286K	0.24%	91
2021 Q1	$4.47M	Sell	135,709 -3,851	-3%	-$132K	0.25%	89
2020 Q4	$5.06M	Sell	139,560 -18,060	-11%	-$646K	0.37%	60
2020 Q3	$5.67M	Buy	157,620 +22,146	+16%	+$809K	0.51%	39
2020 Q2	$4.6M	Buy	135,474 +13,207	+11%	+$433K	0.46%	50
2020 Q1	$3.69M	Sell	122,267 -88,393	-42%	-$2.67M	0.5%	58
2019 Q4	$6.11M	Buy	210,660 +17,222	+9%	+$488K	0.77%	25
2019 Q3	$5.46M	Buy	193,438 +34,441	+22%	+$971K	0.86%	18
2019 Q2	$4.29M	Buy	158,997 +69,670	+78%	+$1.75M	0.72%	34
2019 Q1	$2.21M	Buy	89,327 +55,833	+167%	+$1.39M	0.34%	80
2018 Q4	$823K	Sell	33,494 -32,411	-49%	-$763K	0.18%	152
2018 Q3	$1.51M	Buy	+65,905	New	+$1.53M	0.31%	102

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Kingsview Wealth Management reduced its iShares Gold Trust (IAU) stake by 2.3% in Q2 2026, selling an estimated $668K and leaving 335,451 shares worth $25.3M. The position accounts for 0.31% of the portfolio, ranked #52.

Kingsview Wealth Management first reported a position in IAU in Q3 2018 and has held it in 32 quarters since. The position peaked at $36.3M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Kingsview Wealth Management held 335,451 shares of iShares Gold Trust worth $25.3M as of Q2 2026.
Kingsview Wealth Management sold 7,867 iShares Gold Trust shares in Q2 2026, an estimated $668K.
iShares Gold Trust made up 0.31% of Kingsview Wealth Management's portfolio in Q2 2026, its #52 holding.
Kingsview Wealth Management first reported a position in iShares Gold Trust in Q3 2018 and has held it in 32 quarters since.
Kingsview Wealth Management's iShares Gold Trust position peaked at $36.3M in Q4 2025.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.