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Kestra Advisory Services, LLC → IAUM
Kestra Advisory Services, LLC IAUM Position History
iShares Gold Trust Micro • Basic Materials
Quarters held
5
Latest value
$4.8M
Q3 2026
Peak value
$4.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.3M |
| Q4 2025 | $1.4M |
| Q1 2026 | $4.4M |
| Q2 2026 | $4.4M |
| Q3 2026 | $4.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.8M | 115.0K | — | — |
| Q2 2026 | $4.4M | 109.0K | — | — |
| Q1 2026 | $4.4M | 95.1K | — | — |
| Q4 2025 | $1.4M | 31.7K | — | — |
| Q3 2025 | $1.3M | 32.9K | — | — |