Keel Point’s iShares Gold Trust IAU Stock Holding History

Keel Point’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	$1.25M	Buy	14,233 +3,292	+30%	+$302K	0.08%	143
2025 Q4	$888K	Buy	10,941 +656	+6%	+$51.3K	0.05%	203
2025 Q3	$748K	Hold	10,285	–	–	0.05%	226
2025 Q2	$641K	Buy	10,285 +1,650	+19%	+$102K	0.04%	246
2025 Q1	$509K	Sell	8,635 -2,663	-24%	-$144K	0.04%	247
2024 Q4	$559K	Buy	11,298 +5,880	+109%	+$295K	0.04%	215
2024 Q3	$269K	Buy	+5,418	New	+$254K	0.02%	355
2020 Q3	–	Sell	-6,076	Closed	-$206K	–	228
2020 Q2	$206K	Buy	+6,076	New	+$199K	0.02%	182

Other funds holding IAU

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return