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 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

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

Kure Advisory's IAU Position: Q2 2026 in Review

Kure Advisory reduced its iShares Gold Trust (IAU) stake by 0.49% in Q2 2026, selling an estimated $37K and leaving 87,752 shares worth $6.63M. The position accounts for 3.14% of the portfolio, ranked #9.

Kure Advisory first reported a position in IAU in Q3 2023 and has held it in 11 quarters since. The position peaked at $7.77M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Kure Advisory held 87,752 shares of iShares Gold Trust worth $6.63M as of Q2 2026.
Kure Advisory sold 436 iShares Gold Trust shares in Q2 2026, an estimated $37K.
iShares Gold Trust made up 3.14% of Kure Advisory's portfolio in Q2 2026, its #9 holding.
Kure Advisory first reported a position in iShares Gold Trust in Q3 2023 and has held it in 11 quarters since.
Kure Advisory's iShares Gold Trust position peaked at $7.77M in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Kure Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.