Krilogy Financial’s iShares Gold Trust IAU Stock Holding History

Krilogy Financial’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	$278K	Buy	3,680 +2	+0.1%	+$170	0.01%	852
2026 Q1	$332K	Buy	3,678 +3	+0.1%	+$275	0.01%	699
2025 Q4	$350K	Sell	3,675 -66	-2%	-$5.16K	0.01%	674
2025 Q3	$281K	Buy	+3,741	New	+$244K	0.01%	706
2017 Q2	–	Sell	-262	Closed	-$6K	–	749
2017 Q1	$6K	Hold	262	–	–	﹤0.01%	566
2016 Q4	$6K	Hold	262	–	–	﹤0.01%	566
2016 Q3	$7K	Hold	262	–	–	﹤0.01%	565
2016 Q2	$7K	Buy	+262	New	+$6.37K	﹤0.01%	576

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Krilogy Financial's IAU Position: Q2 2026 in Review

Krilogy Financial increased its iShares Gold Trust (IAU) stake by 0.05% in Q2 2026, buying an estimated $170 and bringing the position to 3,680 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #852.

Krilogy Financial first reported a position in IAU in Q2 2016 and has held it in 8 quarters since. The position peaked at $350K in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Krilogy Financial held 3,680 shares of iShares Gold Trust worth $278K as of Q2 2026.
Krilogy Financial bought 2 iShares Gold Trust shares in Q2 2026, an estimated $170.
iShares Gold Trust made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #852 holding.
Krilogy Financial first reported a position in iShares Gold Trust in Q2 2016 and has held it in 8 quarters since.
Krilogy Financial's iShares Gold Trust position peaked at $350K in Q4 2025.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.