Who owns KGLD?
Kurv Gold Enhanced Income ETF · Kurv
13 institutions reported holding KGLD, worth $2.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of KGLD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | West Chester, PA | $975K | 37,071 | +3,177 shares |
| NFSG Corp | Boca Raton, FL | $843K | 32,047 | +9,352 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $420K | 15,990 | New position |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $195K | 7,430 | −1,164 shares |
| Farther Finance Advisors, LLC | San Francisco, CA | $35K | 1,335 | −17,620 shares |
| Harbour Investments, Inc. | Madison, WI | $13K | 500 | No change |
| Salem Investment Counselors Inc. | Winston-Salem, NC | $13K | 500 | +400 shares |
| PIN Oak Investment Advisors Inc. | Houston, TX | $11K | 400 | New position |
| Avion Wealth | The Woodlands, TX | $7K | 300 | New position |
| IFS Advisors, LLC | Overland Park, KS | $5K | 200 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns KGLD?
13 institutional managers reported holding KGLD in Form 13F filings for June 30, 2026, worth $2.5M in total. The largest reported position was held by Wealthcare Advisory Partners LLC, at $975K.
Did institutions buy or sell KGLD last quarter?
Reported 13F value fell 16.7% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is KGLD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.