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 Q2	$20.8K	Sell	275 -173	-39%	-$14.7K	﹤0.01%	544
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Kelleher Financial Advisors's IAU Position: Q2 2026 in Review

Kelleher Financial Advisors reduced its iShares Gold Trust (IAU) stake by 39% in Q2 2026, selling an estimated $14.7K and leaving 275 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #544.

Kelleher Financial Advisors first reported a position in IAU in Q3 2020 and has held it in 8 quarters since. The position peaked at $293K in Q4 2020. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Kelleher Financial Advisors held 275 shares of iShares Gold Trust worth $20.8K as of Q2 2026.
Kelleher Financial Advisors sold 173 iShares Gold Trust shares in Q2 2026, an estimated $14.7K.
iShares Gold Trust made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #544 holding.
Kelleher Financial Advisors first reported a position in iShares Gold Trust in Q3 2020 and has held it in 8 quarters since.
Kelleher Financial Advisors's iShares Gold Trust position peaked at $293K in Q4 2020.
1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.