SPIA
KGLD

Steward Partners Investment Advisory’s Kurv Gold Enhanced Income ETF KGLD Stock Holding History

Steward Partners Investment Advisory’s Portfolio KGLD Stock Details KGLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$280K Buy
8,594
+5,691
+196% +$195K ﹤0.01% 1836
2025
Q4 		$88.6K Buy
+2,903
New +$85.9K ﹤0.01% 2368

Other funds holding KGLD

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
IA
IFS Advisors Overland Park, Kansas $194M AUM 13.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Steward Partners Investment Advisory's KGLD Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Kurv Gold Enhanced Income ETF (KGLD) stake by 196% in Q1 2026, buying an estimated $195K and bringing the position to 8,594 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

Steward Partners Investment Advisory first reported a position in KGLD in Q4 2025 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold KGLD as of Q1 2026.

  • Steward Partners Investment Advisory held 8,594 shares of Kurv Gold Enhanced Income ETF worth $280K as of Q1 2026.
  • Steward Partners Investment Advisory bought 5,691 Kurv Gold Enhanced Income ETF shares in Q1 2026, an estimated $195K.
  • Kurv Gold Enhanced Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1836 holding.
  • Steward Partners Investment Advisory first reported a position in Kurv Gold Enhanced Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Kurv Gold Enhanced Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.