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

Kozak & 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
Q2 		$9.8K Hold
129
– – ﹤0.01% 262
2026
Q1 		$11.5K Buy
129
+38
+42% +$3.49K ﹤0.01% 255
2025
Q4 		$7.72K Buy
+91
New +$7.12K ﹤0.01% 275
2024
Q1 		– Sell
-27
Closed -$1.04K – 415
2023
Q4 		$1.04K Buy
+27
New +$1.01K ﹤0.01% 340
2022
Q3 		– Sell
-71
Closed -$2K – 354
2022
Q2 		$2K Sell
71
-95
-57% -$3.38K ﹤0.01% 335
2022
Q1 		$6K Hold
166
– – ﹤0.01% 297
2021
Q4 		$6K Buy
+166
New +$5.67K ﹤0.01% 297

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

Kozak & Associates's IAU Position: Q2 2026 in Review

Kozak & Associates held its iShares Gold Trust (IAU) position steady in Q2 2026 at 129 shares worth $9.8K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Kozak & Associates first reported a position in IAU in Q4 2021 and has held it in 7 quarters since. The position peaked at $11.5K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Kozak & Associates held 129 shares of iShares Gold Trust worth $9.8K as of Q2 2026.
  • Kozak & Associates left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #262 holding.
  • Kozak & Associates first reported a position in iShares Gold Trust in Q4 2021 and has held it in 7 quarters since.
  • Kozak & Associates's iShares Gold Trust position peaked at $11.5K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.