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 Q2	$714K	Sell	9,461 -782	-8%	-$66.4K	0.1%	103
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 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

KKM Financial's IAU Position: Q2 2026 in Review

KKM Financial reduced its iShares Gold Trust (IAU) stake by 7.6% in Q2 2026, selling an estimated $66.4K and leaving 9,461 shares worth $714K. The position accounts for 0.1% of the portfolio, ranked #103.

KKM Financial first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $831K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

KKM Financial held 9,461 shares of iShares Gold Trust worth $714K as of Q2 2026.
KKM Financial sold 782 iShares Gold Trust shares in Q2 2026, an estimated $66.4K.
iShares Gold Trust made up 0.1% of KKM Financial's portfolio in Q2 2026, its #103 holding.
KKM Financial first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
KKM Financial's iShares Gold Trust position peaked at $831K in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.