KWM
IAU icon

Keebeck Wealth Management’s iShares Gold Trust IAU Stock Holding History

Keebeck Wealth Management’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
Q2 		$3.7M Sell
48,944
-3,459
-7% -$294K 0.36% 71
2026
Q1 		$4.62M Buy
52,403
+8,863
+20% +$813K 0.52% 47
2025
Q4 		$3.53M Buy
43,540
+2,659
+7% +$208K 0.41% 71
2025
Q3 		$2.97M Buy
40,881
+9,591
+31% +$626K 0.35% 74
2025
Q2 		$1.95M Sell
31,290
-6,869
-18% -$426K 0.26% 98
2025
Q1 		$2.25M Buy
38,159
+27,013
+242% +$1.46M 0.33% 87
2024
Q4 		$552K Sell
11,146
-879
-7% -$44.2K 0.08% 162
2024
Q3 		$598K Hold
12,025
– – 0.09% 158
2024
Q2 		$528K Hold
12,025
– – 0.08% 172
2024
Q1 		$505K Hold
12,025
– – 0.07% 186
2023
Q4 		$469K Sell
12,025
-1,665
-12% -$62.3K 0.08% 185
2023
Q3 		$479K Buy
13,690
+1,150
+9% +$42K 0.08% 179
2023
Q2 		$456K Hold
12,540
– – 0.06% 187
2023
Q1 		$469K Buy
12,540
+1,000
+9% +$35.9K 0.08% 167
2022
Q4 		$399K Hold
11,540
– – 0.07% 173
2022
Q3 		$364K Sell
11,540
-5,725
-33% -$188K 0.07% 173
2022
Q2 		$592K Hold
17,265
– – 0.11% 140
2022
Q1 		$636K Buy
17,265
+5,715
+49% +$204K 0.11% 145
2021
Q4 		$402K Buy
+11,550
New +$395K 0.07% 163
2021
Q1 		– Sell
-11,205
Closed -$406K – 234
2020
Q4 		$406K Buy
+11,205
New +$401K 0.07% 162

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Keebeck Wealth Management's IAU Position: Q2 2026 in Review

Keebeck Wealth Management reduced its iShares Gold Trust (IAU) stake by 6.6% in Q2 2026, selling an estimated $294K and leaving 48,944 shares worth $3.7M. The position accounts for 0.36% of the portfolio, ranked #71.

Keebeck Wealth Management first reported a position in IAU in Q4 2020 and has held it in 20 quarters since. The position peaked at $4.62M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Keebeck Wealth Management held 48,944 shares of iShares Gold Trust worth $3.7M as of Q2 2026.
  • Keebeck Wealth Management sold 3,459 iShares Gold Trust shares in Q2 2026, an estimated $294K.
  • iShares Gold Trust made up 0.36% of Keebeck Wealth Management's portfolio in Q2 2026, its #71 holding.
  • Keebeck Wealth Management first reported a position in iShares Gold Trust in Q4 2020 and has held it in 20 quarters since.
  • Keebeck Wealth Management's iShares Gold Trust position peaked at $4.62M in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.