LMKC
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L.M. Kohn & Company’s iShares Gold Trust IAU Stock Holding History

L.M. Kohn & Company’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
2025
Q3 		– Sell
-28,082
Closed -$1.75M – 199
2025
Q2 		$1.75M Buy
28,082
+9,358
+50% +$580K 0.47% 37
2025
Q1 		$1.1M Buy
+18,724
New +$1.01M 0.29% 65

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

L.M. Kohn & Company's IAU Position: Q3 2025 in Review

L.M. Kohn & Company sold out of iShares Gold Trust (IAU) in Q3 2025, closing a stake of 28,082 shares — an estimated $1.75M sold.

L.M. Kohn & Company first reported a position in IAU in Q1 2025 and held it in 2 quarters. The position peaked at $1.75M in Q2 2025. 1,709 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

  • L.M. Kohn & Company reported no remaining iShares Gold Trust position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 28,082 iShares Gold Trust shares in Q3 2025, an estimated $1.75M.
  • L.M. Kohn & Company first reported a position in iShares Gold Trust in Q1 2025 and held it in 2 quarters.
  • L.M. Kohn & Company's iShares Gold Trust position peaked at $1.75M in Q2 2025.
  • 1,709 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.