Wealthcare Advisory Partners
KGLD icon

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

Wealthcare Advisory Partners’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
Q3 		$1.05M Buy
40,794
+3,723
+10% +$101K 0.02% 530
2026
Q2 		$975K Buy
37,071
+3,177
+9% +$96.2K 0.02% 528
2026
Q1 		$1.1M Buy
+33,894
New +$1.16M 0.02% 492

Other funds holding KGLD

Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
City State Bank
City State Bank Norwalk, Iowa $441M AUM 23.97% 1-Year Est. Return
IFS Advisors
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

Wealthcare Advisory Partners's KGLD Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its Kurv Gold Enhanced Income ETF (KGLD) stake by 10% in Q3 2026, buying an estimated $101K and bringing the position to 40,794 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #530.

Wealthcare Advisory Partners first reported a position in KGLD in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.1M in Q1 2026. 5 funds tracked by Wall St. Rank hold KGLD as of Q3 2026.

  • Wealthcare Advisory Partners held 40,794 shares of Kurv Gold Enhanced Income ETF worth $1.05M as of Q3 2026.
  • Wealthcare Advisory Partners bought 3,723 Kurv Gold Enhanced Income ETF shares in Q3 2026, an estimated $101K.
  • Kurv Gold Enhanced Income ETF made up 0.02% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #530 holding.
  • Wealthcare Advisory Partners first reported a position in Kurv Gold Enhanced Income ETF in Q1 2026 and has held it in 3 quarters since.
  • Wealthcare Advisory Partners's Kurv Gold Enhanced Income ETF position peaked at $1.1M in Q1 2026.
  • 5 funds tracked by Wall St. Rank held Kurv Gold Enhanced Income ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.