M. Kulyk & Associates’s iShares Gold Trust IAU Stock Holding History

M. Kulyk & Associates’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	$300K	Hold	3,836	–	–	0.05%	87
2026 Q2	$290K	Hold	3,836	–	–	0.05%	98
2026 Q1	$338K	Hold	3,836	–	–	0.06%	90
2025 Q4	$311K	Hold	3,836	–	–	0.06%	85
2025 Q3	$279K	Hold	3,836	–	–	0.06%	84
2025 Q2	$239K	Hold	3,836	–	–	0.05%	95
2025 Q1	$226K	Buy	+3,836	New	+$208K	0.05%	93
2023 Q3	–	Sell	-6,486	Closed	-$236K	–	99
2023 Q2	$236K	Hold	6,486	–	–	0.07%	98
2023 Q1	$242K	Hold	6,486	–	–	0.07%	94
2022 Q4	$224K	Hold	6,486	–	–	0.07%	96
2022 Q3	$205K	Sell	6,486 -335	-5%	-$11K	0.07%	100
2022 Q2	$234K	Hold	6,821	–	–	0.07%	89
2022 Q1	$251K	Hold	6,821	–	–	0.07%	93
2021 Q4	$237K	Sell	6,821 -1,001	-13%	-$34.2K	0.06%	90
2021 Q3	$261K	Buy	7,822 +1,336	+21%	+$45.5K	0.08%	63
2021 Q2	$219K	Sell	6,486 -1	-0%	-$35	0.08%	61
2021 Q1	$211K	Hold	6,487	–	–	0.08%	71
2020 Q4	$235K	Buy	+6,487	New	+$232K	0.13%	48

Other funds holding IAU

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

M. Kulyk & Associates's IAU Position: Q3 2026 in Review

M. Kulyk & Associates held its iShares Gold Trust (IAU) position steady in Q3 2026 at 3,836 shares worth $300K. The position accounts for 0.05% of the portfolio, ranked #87.

M. Kulyk & Associates first reported a position in IAU in Q4 2020 and has held it in 18 quarters since. The position peaked at $338K in Q1 2026. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

M. Kulyk & Associates held 3,836 shares of iShares Gold Trust worth $300K as of Q3 2026.
M. Kulyk & Associates left its iShares Gold Trust share count unchanged in Q3 2026.
iShares Gold Trust made up 0.05% of M. Kulyk & Associates's portfolio in Q3 2026, its #87 holding.
M. Kulyk & Associates first reported a position in iShares Gold Trust in Q4 2020 and has held it in 18 quarters since.
M. Kulyk & Associates's iShares Gold Trust position peaked at $338K in Q1 2026.
1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on M. Kulyk & Associates's 13F filing for Q3 2026, filed 10 Nov 2026.