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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

M. Kulyk & Associates's IAU Position: Q1 2026 in Review

M. Kulyk & Associates held its iShares Gold Trust (IAU) position steady in Q1 2026 at 3,836 shares worth $338K. The position accounts for 0.06% of the portfolio, ranked #90.

M. Kulyk & Associates first reported a position in IAU in Q4 2020 and has held it in 16 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

M. Kulyk & Associates held 3,836 shares of iShares Gold Trust worth $338K as of Q1 2026.
M. Kulyk & Associates left its iShares Gold Trust share count unchanged in Q1 2026.
iShares Gold Trust made up 0.06% of M. Kulyk & Associates's portfolio in Q1 2026, its #90 holding.
M. Kulyk & Associates first reported a position in iShares Gold Trust in Q4 2020 and has held it in 16 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on M. Kulyk & Associates's 13F filing for Q1 2026, filed 6 May 2026.