KA
IAU icon

Kovack Advisors’s iShares Gold Trust IAU Stock Holding History

Kovack Advisors’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 		$3.42M Buy
45,108
+12,658
+39% +$1.07M 0.16% 120
2026
Q1 		$2.88M Sell
32,450
-50,170
-61% -$4.6M 0.15% 132
2025
Q4 		$6.71M Buy
82,620
+75,270
+1,024% +$5.89M 0.31% 70
2025
Q3 		$535K Sell
7,350
-109
-1% -$7.11K 0.05% 310
2025
Q2 		$465K Buy
7,459
+450
+6% +$27.9K 0.05% 348
2025
Q1 		$413K Sell
7,009
-447
-6% -$24.2K 0.04% 350
2024
Q4 		$369K Sell
7,456
-2,182
-23% -$110K 0.04% 388
2024
Q3 		$479K Sell
9,638
-7,976
-45% -$373K 0.05% 315
2024
Q2 		$774K Sell
17,614
-2,901
-14% -$128K 0.09% 209
2024
Q1 		$862K Sell
20,515
-1,696
-8% -$66.5K 0.1% 161
2023
Q4 		$867K Buy
22,211
+8,828
+66% +$330K 0.1% 188
2023
Q3 		$468K Sell
13,383
-1,194
-8% -$43.6K 0.07% 272
2023
Q2 		$530K Sell
14,577
-7,317
-33% -$274K 0.07% 279
2023
Q1 		$818K Sell
21,894
-972
-4% -$34.9K 0.11% 191
2022
Q4 		$791K Sell
22,866
-3,429
-13% -$113K 0.12% 191
2022
Q3 		$829K Sell
26,295
-1,177
-4% -$38.6K 0.12% 178
2022
Q2 		$943K Sell
27,472
-930
-3% -$33.1K 0.12% 173
2022
Q1 		$1.05M Buy
28,402
+651
+2% +$23.3K 0.11% 205
2021
Q4 		$966K Buy
27,751
+1,423
+5% +$48.6K 0.09% 231
2021
Q3 		$880K Sell
26,328
-2,349
-8% -$80K 0.1% 243
2021
Q2 		$967K Buy
28,677
+1,948
+7% +$67.3K 0.11% 207
2021
Q1 		$869K Buy
26,729
+5,429
+25% +$186K 0.11% 201
2020
Q4 		$772K Buy
21,300
+1,587
+8% +$56.8K 0.11% 200
2020
Q3 		$709K Sell
19,713
-1,690
-8% -$61.7K 0.13% 179
2020
Q2 		$727K Buy
21,403
+2,999
+16% +$98.3K 0.14% 159
2020
Q1 		$555K Sell
18,404
-10,657
-37% -$322K 0.13% 175
2019
Q4 		$843K Sell
29,061
-3,257
-10% -$92.4K 0.15% 163
2019
Q3 		$911K Buy
32,318
+349
+1% +$9.84K 0.19% 136
2019
Q2 		$863K Buy
31,969
+965
+3% +$24.2K 0.2% 128
2019
Q1 		$768K Buy
31,004
+643
+2% +$16.1K 0.19% 132
2018
Q4 		$746K Buy
30,361
+108
+0.4% +$2.54K 0.22% 112
2018
Q3 		$692K Buy
30,253
+1,047
+4% +$24.3K 0.18% 143
2018
Q2 		$702K Buy
29,206
+766
+3% +$19.2K 0.2% 132
2018
Q1 		$724K Sell
28,440
-112
-0.4% -$2.86K 0.18% 136
2017
Q4 		$714K Sell
28,552
-4,829
-14% -$118K 0.18% 137
2017
Q3 		$822K Sell
33,381
-585
-2% -$14.4K 0.27% 90
2017
Q2 		$811K Sell
33,966
-2,055
-6% -$49.7K 0.26% 89
2017
Q1 		$865K Sell
36,021
-2,730
-7% -$64.2K 0.34% 66
2016
Q4 		$859K Hold
38,751
– – 0.41% 52
2016
Q3 		$983K Sell
38,751
-3,824
-9% -$98.4K 0.48% 49
2016
Q2 		$1.09M Sell
42,575
-1,529
-3% -$37.2K 0.58% 38
2016
Q1 		$1.05M Buy
44,104
+732
+2% +$16.7K 0.66% 34
2015
Q4 		$887K Buy
+43,372
New +$925K 0.58% 42

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 22.96% 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

Kovack Advisors's IAU Position: Q2 2026 in Review

Kovack Advisors increased its iShares Gold Trust (IAU) stake by 39% in Q2 2026, buying an estimated $1.07M and bringing the position to 45,108 shares worth $3.42M. The position accounts for 0.16% of the portfolio, ranked #120.

Kovack Advisors first reported a position in IAU in Q4 2015 and has held it in 43 quarters since. The position peaked at $6.71M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Kovack Advisors held 45,108 shares of iShares Gold Trust worth $3.42M as of Q2 2026.
  • Kovack Advisors bought 12,658 iShares Gold Trust shares in Q2 2026, an estimated $1.07M.
  • iShares Gold Trust made up 0.16% of Kovack Advisors's portfolio in Q2 2026, its #120 holding.
  • Kovack Advisors first reported a position in iShares Gold Trust in Q4 2015 and has held it in 43 quarters since.
  • Kovack Advisors's iShares Gold Trust position peaked at $6.71M in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.