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Kelly Financial Services’s iShares Gold Trust IAU Stock Holding History

Kelly Financial Services’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 		$4.04M Buy
53,485
+5,017
+10% +$426K 0.86% 28
2026
Q1 		$4.27M Sell
48,468
-84,169
-63% -$7.72M 1.03% 26
2025
Q4 		$10.8M Sell
132,637
-3,048
-2% -$238K 2.7% 14
2025
Q3 		$9.87M Buy
135,685
+33,124
+32% +$2.16M 2.56% 16
2025
Q2 		$6.4M Sell
102,561
-3,002
-3% -$186K 1.88% 17
2025
Q1 		$6.22M Buy
105,563
+60,342
+133% +$3.26M 2.16% 14
2024
Q4 		$2.24M Buy
+45,221
New +$2.27M 0.81% 26
2024
Q3 		– Sell
-2,617
Closed -$115K – 381
2024
Q2 		$115K Sell
2,617
-169
-6% -$7.47K 0.04% 138
2024
Q1 		$117K Sell
2,786
-77
-3% -$3.02K 0.04% 138
2023
Q4 		$112K Sell
2,863
-137
-5% -$5.13K 0.05% 130
2023
Q3 		$105K Buy
3,000
+351
+13% +$12.8K 0.05% 119
2023
Q2 		$96.4K Sell
2,649
-133
-5% -$4.99K 0.05% 124
2023
Q1 		$104K Hold
2,782
– – 0.05% 116
2022
Q4 		$96.2K Sell
2,782
-179
-6% -$5.88K 0.05% 126
2022
Q3 		$93.4K Sell
2,961
-374
-11% -$12.3K 0.05% 114
2022
Q2 		$114K Sell
3,335
-87
-3% -$3.1K 0.06% 109
2022
Q1 		$126K Sell
3,422
-1,481
-30% -$52.9K 0.06% 111
2021
Q4 		$171K Sell
4,903
-352,688
-99% -$12.1M 0.08% 88
2021
Q3 		$11.9M Sell
357,591
-11,572,479
-97% -$394M 6.72% 5
2021
Q2 		$354M Buy
11,930,070
+11,579,591
+3,304% +$400M 13.7% 4
2021
Q1 		$11.4M Sell
350,479
-91,592
-21% -$3.13M 7.08% 5
2020
Q4 		$16M Buy
442,071
+136,764
+45% +$4.89M 10.93% 3
2020
Q3 		$11M Buy
305,307
+284,734
+1,384% +$10.4M 7.89% 5
2020
Q2 		$699K Buy
20,573
+18,004
+701% +$590K 0.54% 13
2020
Q1 		$77.4K Buy
2,569
+462
+22% +$14K 0.1% 52
2019
Q4 		$61.1K Buy
2,107
+600
+40% +$17K 0.05% 71
2019
Q3 		$42.5K Buy
1,507
+7
+0.5% +$197 0.04% 89
2019
Q2 		$40.5K Hold
1,500
– – 0.04% 92
2019
Q1 		$37.1K Buy
+1,500
New +$37.5K 0.04% 96

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

Kelly Financial Services's IAU Position: Q2 2026 in Review

Kelly Financial Services increased its iShares Gold Trust (IAU) stake by 10% in Q2 2026, buying an estimated $426K and bringing the position to 53,485 shares worth $4.04M. The position accounts for 0.86% of the portfolio, ranked #28.

Kelly Financial Services first reported a position in IAU in Q1 2019 and has held it in 29 quarters since. The position peaked at $354M in Q2 2021. 855 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Kelly Financial Services held 53,485 shares of iShares Gold Trust worth $4.04M as of Q2 2026.
  • Kelly Financial Services bought 5,017 iShares Gold Trust shares in Q2 2026, an estimated $426K.
  • iShares Gold Trust made up 0.86% of Kelly Financial Services's portfolio in Q2 2026, its #28 holding.
  • Kelly Financial Services first reported a position in iShares Gold Trust in Q1 2019 and has held it in 29 quarters since.
  • Kelly Financial Services's iShares Gold Trust position peaked at $354M in Q2 2021.
  • 855 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.