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KWMG LLC’s iShares Gold Trust IAU Stock Holding History

KWMG LLC’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 		$231K Hold
3,064
– – 0.02% 147
2026
Q1 		$270K Hold
3,064
– – 0.02% 137
2025
Q4 		$249K Buy
3,064
+49
+2% +$3.83K 0.02% 141
2025
Q3 		$219K Buy
+3,015
New +$197K 0.02% 147
2019
Q2 		– Sell
-3,253
Closed -$81K – 258
2019
Q1 		$81K Sell
3,253
-9,969
-75% -$249K 0.02% 148
2018
Q4 		$325K Sell
13,222
-9,742
-42% -$229K 0.09% 104
2018
Q3 		$525K Sell
22,964
-269
-1% -$6.25K 0.13% 92
2018
Q2 		$559K Sell
23,233
-734
-3% -$18.4K 0.15% 92
2018
Q1 		$610K Sell
23,967
-110
-0.5% -$2.81K 0.18% 88
2017
Q4 		$602K Sell
24,077
-100
-0.4% -$2.45K 0.18% 91
2017
Q3 		$595K Sell
24,177
-70
-0.3% -$1.72K 0.2% 89
2017
Q2 		$579K Sell
24,247
-55
-0.2% -$1.33K 0.2% 90
2017
Q1 		$584K Sell
24,302
-8,814
-27% -$207K 0.23% 89
2016
Q4 		$734K Sell
33,116
-5,384
-14% -$126K 0.32% 93
2016
Q3 		$977K Sell
38,500
-453
-1% -$11.7K 0.47% 62
2016
Q2 		$994K Sell
38,953
-462
-1% -$11.2K 0.54% 50
2016
Q1 		$937K Hold
39,415
– – 0.55% 52
2015
Q4 		$806K Sell
39,415
-272
-0.7% -$5.8K 0.54% 56
2015
Q3 		$856K Sell
39,687
-836
-2% -$18.2K 0.64% 45
2015
Q2 		$919K Hold
40,523
– – 0.67% 40
2015
Q1 		$932K Sell
40,523
-28
-0.1% -$660 0.74% 39
2014
Q4 		$973K Buy
+40,551
New +$943K 0.81% 46

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

KWMG LLC's IAU Position: Q2 2026 in Review

KWMG LLC held its iShares Gold Trust (IAU) position steady in Q2 2026 at 3,064 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #147.

KWMG LLC first reported a position in IAU in Q4 2014 and has held it in 22 quarters since. The position peaked at $994K in Q2 2016. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • KWMG LLC held 3,064 shares of iShares Gold Trust worth $231K as of Q2 2026.
  • KWMG LLC left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.02% of KWMG LLC's portfolio in Q2 2026, its #147 holding.
  • KWMG LLC first reported a position in iShares Gold Trust in Q4 2014 and has held it in 22 quarters since.
  • KWMG LLC's iShares Gold Trust position peaked at $994K in Q2 2016.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on KWMG LLC's 13F filing for Q2 2026, filed 8 Jul 2026.