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Kitching Partners’s iShares Gold Trust IAU Stock Holding History

Kitching Partners’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 		$7.19M Buy
95,210
+231
+0.2% +$19.6K 6.18% 7
2026
Q1 		$8.37M Sell
94,979
-3,944
-4% -$362K 7.7% 6
2025
Q4 		$8.03M Sell
98,923
-7,775
-7% -$608K 7.33% 6
2025
Q3 		$7.76M Buy
106,698
+1,289
+1% +$84.1K 7.33% 7
2025
Q2 		$6.57M Buy
105,409
+3,446
+3% +$214K 6.67% 7
2025
Q1 		$6.01M Buy
101,963
+7,902
+8% +$427K 6.92% 7
2024
Q4 		$4.66M Buy
94,061
+4,730
+5% +$238K 5.96% 7
2024
Q3 		$4.44M Buy
89,331
+15,341
+21% +$718K 5.95% 7
2024
Q2 		$3.25M Buy
73,990
+4,037
+6% +$178K 5.91% 6
2024
Q1 		$2.94M Buy
69,953
+150
+0.2% +$5.88K 5.58% 6
2023
Q4 		$2.72M Buy
+69,803
New +$2.61M 5.48% 6

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

Kitching Partners's IAU Position: Q2 2026 in Review

Kitching Partners increased its iShares Gold Trust (IAU) stake by 0.24% in Q2 2026, buying an estimated $19.6K and bringing the position to 95,210 shares worth $7.19M. The position accounts for 6.18% of the portfolio, ranked #7.

Kitching Partners first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.37M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Kitching Partners held 95,210 shares of iShares Gold Trust worth $7.19M as of Q2 2026.
  • Kitching Partners bought 231 iShares Gold Trust shares in Q2 2026, an estimated $19.6K.
  • iShares Gold Trust made up 6.18% of Kitching Partners's portfolio in Q2 2026, its #7 holding.
  • Kitching Partners first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Kitching Partners's iShares Gold Trust position peaked at $8.37M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Kitching Partners's 13F filing for Q2 2026, filed 30 Jul 2026.