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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Keebeck Wealth Management's IAU Position: Q1 2026 in Review

Keebeck Wealth Management increased its iShares Gold Trust (IAU) stake by 20% in Q1 2026, buying an estimated $813K and bringing the position to 52,403 shares worth $4.62M. The position accounts for 0.52% of the portfolio, ranked #47.

Keebeck Wealth Management first reported a position in IAU in Q4 2020 and has held it in 19 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Keebeck Wealth Management held 52,403 shares of iShares Gold Trust worth $4.62M as of Q1 2026.
  • Keebeck Wealth Management bought 8,863 iShares Gold Trust shares in Q1 2026, an estimated $813K.
  • iShares Gold Trust made up 0.52% of Keebeck Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Keebeck Wealth Management first reported a position in iShares Gold Trust in Q4 2020 and has held it in 19 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.