Kure Advisory’s iShares Gold Trust IAU Stock Holding History

Kure Advisory’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 Q3	$7.5M	Buy	96,080 +8,328	+9%	+$668K	3.47%	9
2026 Q2	$6.63M	Sell	87,752 -436	-0.5%	-$37K	3.14%	9
2026 Q1	$7.77M	Sell	88,188 -5,065	-5%	-$465K	4.23%	9
2025 Q4	$7.57M	Buy	93,253 +826	+0.9%	+$64.6K	4.23%	9
2025 Q3	$6.73M	Sell	92,427 -2,333	-2%	-$152K	4.15%	9
2025 Q2	$5.91M	Buy	94,760 +3,162	+3%	+$196K	3.92%	9
2025 Q1	$5.4M	Buy	+91,598	New	+$4.95M	4.08%	9
2024 Q3	$5.25M	Sell	105,693 -3	-0%	-$140	4.7%	9
2024 Q2	$4.64M	Sell	105,696 -2,065	-2%	-$91.3K	3.81%	10
2024 Q1	$4.53M	Buy	107,761 +3,916	+4%	+$154K	3.87%	11
2023 Q4	$4.05M	Sell	103,845 -170	-0.2%	-$6.36K	2.1%	15
2023 Q3	$3.64M	Buy	+104,015	New	+$3.8M	2.06%	16

Other funds holding IAU

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

PSU

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Kure Advisory's IAU Position: Q3 2026 in Review

Kure Advisory increased its iShares Gold Trust (IAU) stake by 9.5% in Q3 2026, buying an estimated $668K and bringing the position to 96,080 shares worth $7.5M. The position accounts for 3.47% of the portfolio, ranked #9.

Kure Advisory first reported a position in IAU in Q3 2023 and has held it in 12 quarters since. The position peaked at $7.77M in Q1 2026. 404 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Kure Advisory held 96,080 shares of iShares Gold Trust worth $7.5M as of Q3 2026.
Kure Advisory bought 8,328 iShares Gold Trust shares in Q3 2026, an estimated $668K.
iShares Gold Trust made up 3.47% of Kure Advisory's portfolio in Q3 2026, its #9 holding.
Kure Advisory first reported a position in iShares Gold Trust in Q3 2023 and has held it in 12 quarters since.
Kure Advisory's iShares Gold Trust position peaked at $7.77M in Q1 2026.
404 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Kure Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.