KP
IAU icon

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
Q2 		$1.07M Hold
14,233
– – 0.06% 168
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 – 227
2020
Q2 		$206K Buy
+6,076
New +$199K 0.02% 182

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T 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

Keel Point's IAU Position: Q2 2026 in Review

Keel Point held its iShares Gold Trust (IAU) position steady in Q2 2026 at 14,233 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #168.

Keel Point first reported a position in IAU in Q2 2020 and has held it in 9 quarters since. The position peaked at $1.25M in Q1 2026. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Keel Point held 14,233 shares of iShares Gold Trust worth $1.07M as of Q2 2026.
  • Keel Point left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.06% of Keel Point's portfolio in Q2 2026, its #168 holding.
  • Keel Point first reported a position in iShares Gold Trust in Q2 2020 and has held it in 9 quarters since.
  • Keel Point's iShares Gold Trust position peaked at $1.25M in Q1 2026.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.