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KMG Fiduciary Partners’s iShares Gold Trust IAU Stock Holding History

KMG Fiduciary 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 		$407K Hold
5,392
– – 0.04% 163
2026
Q1 		$475K Buy
5,392
+83
+2% +$7.61K 0.04% 202
2025
Q4 		$431K Sell
5,309
-68
-1% -$5.32K 0.03% 205
2025
Q3 		$391K Buy
+5,377
New +$351K 0.03% 249

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 22.9% 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

KMG Fiduciary Partners's IAU Position: Q2 2026 in Review

KMG Fiduciary Partners held its iShares Gold Trust (IAU) position steady in Q2 2026 at 5,392 shares worth $407K. The position accounts for 0.04% of the portfolio, ranked #163.

KMG Fiduciary Partners first reported a position in IAU in Q3 2025 and has held it in 4 quarters since. The position peaked at $475K in Q1 2026. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • KMG Fiduciary Partners held 5,392 shares of iShares Gold Trust worth $407K as of Q2 2026.
  • KMG Fiduciary Partners left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.04% of KMG Fiduciary Partners's portfolio in Q2 2026, its #163 holding.
  • KMG Fiduciary Partners first reported a position in iShares Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • KMG Fiduciary Partners's iShares Gold Trust position peaked at $475K in Q1 2026.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.