Kooman & Associates’s iShares Gold Trust IAU Stock Holding History

Kooman & Associates’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	$225K	Sell	2,547 -4	-0.2%	-$367	0.07%	45
2025 Q4	$207K	Buy	+2,551	New	+$200K	0.06%	51

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Kooman & Associates's IAU Position: Q1 2026 in Review

Kooman & Associates reduced its iShares Gold Trust (IAU) stake by 0.16% in Q1 2026, selling an estimated $367 and leaving 2,547 shares worth $225K. The position accounts for 0.07% of the portfolio, ranked #45.

Kooman & Associates first reported a position in IAU in Q4 2025 and has held it in 2 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Kooman & Associates held 2,547 shares of iShares Gold Trust worth $225K as of Q1 2026.
Kooman & Associates sold 4 iShares Gold Trust shares in Q1 2026, an estimated $367.
iShares Gold Trust made up 0.07% of Kooman & Associates's portfolio in Q1 2026, its #45 holding.
Kooman & Associates first reported a position in iShares Gold Trust in Q4 2025 and has held it in 2 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Kooman & Associates's 13F filing for Q1 2026, filed 21 Apr 2026.