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Kohmann Bosshard Financial Services’s iShares Gold Trust IAU Stock Holding History

Kohmann Bosshard Financial Services’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 		– Sell
-523
Closed -$42.5K – 382
2025
Q4 		$42.5K Buy
+523
New +$40.9K ﹤0.01% 575
2025
Q1 		– Sell
-450
Closed -$22.3K – 499
2024
Q4 		$22.3K Buy
+450
New +$22.6K ﹤0.01% 429

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Kohmann Bosshard Financial Services's IAU Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 523 shares — an estimated $42.5K sold.

Kohmann Bosshard Financial Services first reported a position in IAU in Q4 2024 and held it in 2 quarters. The position peaked at $42.5K in Q4 2025. 1,979 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 523 iShares Gold Trust shares in Q1 2026, an estimated $42.5K.
  • Kohmann Bosshard Financial Services first reported a position in iShares Gold Trust in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's iShares Gold Trust position peaked at $42.5K in Q4 2025.
  • 1,979 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.