Kelleher Financial Advisors’s iShares Gold Trust IAU Stock Holding History

Kelleher Financial Advisors’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	$27.9K	Buy	448 +173	+63%	+$15.9K	0.01%	444
2025 Q4	$22.3K	Hold	275	–	–	0.01%	497
2025 Q3	$20K	Buy	+275	New	+$17.9K	0.01%	437
2021 Q4	–	Sell	-7,974	Closed	-$266K	–	134
2021 Q3	$266K	Buy	+7,974	New	+$272K	0.12%	128
2021 Q2	–	Sell	-8,097	Closed	-$263K	–	129
2021 Q1	$263K	Hold	8,097	–	–	0.17%	91
2020 Q4	$293K	Sell	8,097 -61	-0.7%	-$2.18K	0.22%	78
2020 Q3	$293K	Buy	+8,158	New	+$298K	0.24%	73

Other funds holding IAU

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 $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Kelleher Financial Advisors's IAU Position: Q1 2026 in Review

Kelleher Financial Advisors increased its iShares Gold Trust (IAU) stake by 63% in Q1 2026, buying an estimated $15.9K and bringing the position to 448 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #444.

Kelleher Financial Advisors first reported a position in IAU in Q3 2020 and has held it in 7 quarters since. The position peaked at $293K in Q4 2020. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Kelleher Financial Advisors held 448 shares of iShares Gold Trust worth $27.9K as of Q1 2026.
Kelleher Financial Advisors bought 173 iShares Gold Trust shares in Q1 2026, an estimated $15.9K.
iShares Gold Trust made up 0.01% of Kelleher Financial Advisors's portfolio in Q1 2026, its #444 holding.
Kelleher Financial Advisors first reported a position in iShares Gold Trust in Q3 2020 and has held it in 7 quarters since.
Kelleher Financial Advisors's iShares Gold Trust position peaked at $293K in Q4 2020.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.