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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

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
LCM
LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 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. 315 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.
  • 315 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.