Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares Gold Trust IAU Stock Holding History

Kovitz Investment Group 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
Q1 		$362K Sell
4,110
-1,833
-31% -$168K 0.01% 429
2025
Q4 		$482K Sell
5,943
-622,328
-99% -$48.7M 0.01% 392
2025
Q3 		$45.7M Sell
628,271
-40,231
-6% -$2.62M 0.18% 115
2025
Q2 		$41.7M Buy
668,502
+93,018
+16% +$5.76M 0.18% 112
2025
Q1 		$33.9M Sell
575,484
-106,165
-16% -$5.74M 0.17% 120
2024
Q4 		$33.7M Buy
681,649
+8,837
+1% +$444K 0.17% 117
2024
Q3 		$33.1M Buy
672,812
+666,330
+10,280% +$31.2M 0.24% 83
2024
Q2 		$285K Buy
6,482
+143
+2% +$6.32K ﹤0.01% 739
2024
Q1 		$266K Sell
6,339
-225
-3% -$8.82K ﹤0.01% 600
2023
Q4 		$256K Buy
6,564
+22
+0.3% +$823 ﹤0.01% 375
2023
Q3 		$229K Hold
6,542
– – ﹤0.01% 374
2023
Q2 		$238K Sell
6,542
-3,559
-35% -$133K ﹤0.01% 386
2023
Q1 		$377K Buy
+10,101
New +$362K 0.01% 359

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Kovitz Investment Group Partners's IAU Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its iShares Gold Trust (IAU) stake by 31% in Q1 2026, selling an estimated $168K and leaving 4,110 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #429.

Kovitz Investment Group Partners first reported a position in IAU in Q1 2023 and has held it in 13 quarters since. The position peaked at $45.7M in Q3 2025. 1,965 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Kovitz Investment Group Partners held 4,110 shares of iShares Gold Trust worth $362K as of Q1 2026.
  • Kovitz Investment Group Partners sold 1,833 iShares Gold Trust shares in Q1 2026, an estimated $168K.
  • iShares Gold Trust made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #429 holding.
  • Kovitz Investment Group Partners first reported a position in iShares Gold Trust in Q1 2023 and has held it in 13 quarters since.
  • Kovitz Investment Group Partners's iShares Gold Trust position peaked at $45.7M in Q3 2025.
  • 1,965 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.