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Kingswood Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Kingswood Wealth Advisors’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 		$1.98M Sell
26,158
-3,462
-12% -$294K 0.08% 262
2026
Q1 		$2.61M Buy
29,620
+5,592
+23% +$513K 0.12% 185
2025
Q4 		$1.95M Sell
24,028
-303
-1% -$23.7K 0.09% 216
2025
Q3 		$1.77M Buy
24,331
+2,131
+10% +$139K 0.11% 198
2025
Q2 		$1.38M Sell
22,200
-948
-4% -$58.7K 0.11% 200
2025
Q1 		$1.36M Sell
23,148
-7,929
-26% -$429K 0.12% 193
2024
Q4 		$1.54M Buy
+31,077
New +$1.56M 0.12% 186
2024
Q3 		– Sell
-19,037
Closed -$836K – 707
2024
Q2 		$836K Buy
19,037
+24
+0.1% +$1.06K 0.08% 267
2024
Q1 		$799K Sell
19,013
-520
-3% -$20.4K 0.09% 243
2023
Q4 		$762K Buy
19,533
+13,101
+204% +$490K 0.09% 248
2023
Q3 		$434K Sell
6,432
-31,377
-83% -$1.15M 0.07% 276
2023
Q2 		$1.38M Buy
+37,809
New +$1.42M 0.44% 54

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

Kingswood Wealth Advisors's IAU Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 12% in Q2 2026, selling an estimated $294K and leaving 26,158 shares worth $1.98M. The position accounts for 0.08% of the portfolio, ranked #262.

Kingswood Wealth Advisors first reported a position in IAU in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.61M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Kingswood Wealth Advisors held 26,158 shares of iShares Gold Trust worth $1.98M as of Q2 2026.
  • Kingswood Wealth Advisors sold 3,462 iShares Gold Trust shares in Q2 2026, an estimated $294K.
  • iShares Gold Trust made up 0.08% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #262 holding.
  • Kingswood Wealth Advisors first reported a position in iShares Gold Trust in Q2 2023 and has held it in 12 quarters since.
  • Kingswood Wealth Advisors's iShares Gold Trust position peaked at $2.61M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.