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Kovack Advisors’s iShares Gold Trust Micro IAUM Stock Holding History

Kovack Advisors’s Portfolio IAUM Stock Details IAUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$428K Sell
10,705
-14,149
-57% -$636K 0.02% 675
2026
Q1 		$1.16M Sell
24,854
-1,802
-7% -$87.5K 0.06% 320
2025
Q4 		$1.15M Buy
+26,656
New +$1.1M 0.05% 329
2023
Q3 		– Sell
-14,642
Closed -$281K – 581
2023
Q2 		$281K Buy
+14,642
New +$289K 0.04% 428

Other funds holding IAUM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kovack Advisors's IAUM Position: Q2 2026 in Review

Kovack Advisors reduced its iShares Gold Trust Micro (IAUM) stake by 57% in Q2 2026, selling an estimated $636K and leaving 10,705 shares worth $428K. The position accounts for 0.02% of the portfolio, ranked #675.

Kovack Advisors first reported a position in IAUM in Q2 2023 and has held it in 4 quarters since. The position peaked at $1.16M in Q1 2026. 258 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Kovack Advisors held 10,705 shares of iShares Gold Trust Micro worth $428K as of Q2 2026.
  • Kovack Advisors sold 14,149 iShares Gold Trust Micro shares in Q2 2026, an estimated $636K.
  • iShares Gold Trust Micro made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #675 holding.
  • Kovack Advisors first reported a position in iShares Gold Trust Micro in Q2 2023 and has held it in 4 quarters since.
  • Kovack Advisors's iShares Gold Trust Micro position peaked at $1.16M in Q1 2026.
  • 258 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

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