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KKM Financial’s iShares Gold Trust IAU Stock Holding History

KKM Financial’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
Q1 		$831K Hold
10,243
– – 0.15% 101
2025
Q4 		$831K Buy
10,243
+1,560
+18% +$122K 0.15% 101
2025
Q3 		$632K Hold
8,683
– – 0.2% 82
2025
Q2 		$541K Hold
8,683
– – 0.19% 96
2025
Q1 		$512K Hold
8,683
– – 0.22% 90
2024
Q4 		$430K Hold
8,683
– – 0.18% 105
2024
Q3 		$432K Sell
8,683
-4,407
-34% -$206K 0.21% 92
2024
Q2 		$573K Hold
13,090
– – 0.27% 88
2024
Q1 		$550K Hold
13,090
– – 0.27% 89
2023
Q4 		$511K Buy
+13,090
New +$490K 0.32% 73

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

KKM Financial's IAU Position: Q1 2026 in Review

KKM Financial held its iShares Gold Trust (IAU) position steady in Q1 2026 at 10,243 shares worth $831K. The position accounts for 0.15% of the portfolio, ranked #101.

KKM Financial first reported a position in IAU in Q4 2023 and has held it in 10 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • KKM Financial held 10,243 shares of iShares Gold Trust worth $831K as of Q1 2026.
  • KKM Financial left its iShares Gold Trust share count unchanged in Q1 2026.
  • iShares Gold Trust made up 0.15% of KKM Financial's portfolio in Q1 2026, its #101 holding.
  • KKM Financial first reported a position in iShares Gold Trust in Q4 2023 and has held it in 10 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.