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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
Q3 		$241K Buy
3,080
+16
+0.5% +$1.28K 0.02% 143
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

PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

KWMG LLC's IAU Position: Q3 2026 in Review

KWMG LLC increased its iShares Gold Trust (IAU) stake by 0.52% in Q3 2026, buying an estimated $1.28K and bringing the position to 3,080 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #143.

KWMG LLC first reported a position in IAU in Q4 2014 and has held it in 23 quarters since. The position peaked at $994K in Q2 2016. 98 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • KWMG LLC held 3,080 shares of iShares Gold Trust worth $241K as of Q3 2026.
  • KWMG LLC bought 16 iShares Gold Trust shares in Q3 2026, an estimated $1.28K.
  • iShares Gold Trust made up 0.02% of KWMG LLC's portfolio in Q3 2026, its #143 holding.
  • KWMG LLC first reported a position in iShares Gold Trust in Q4 2014 and has held it in 23 quarters since.
  • KWMG LLC's iShares Gold Trust position peaked at $994K in Q2 2016.
  • 98 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on KWMG LLC's 13F filing for Q3 2026, filed 7 Oct 2026.