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Kelly Financial Services’s iShares Gold Trust Micro IAUM Stock Holding History

Kelly Financial Services’s Portfolio IAUM Stock Details IAUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,097
Closed -$48.6K – 382
2024
Q2 		$48.6K Buy
2,097
+174
+9% +$4.06K 0.02% 228
2024
Q1 		$42.6K Sell
1,923
-1,074
-36% -$22.2K 0.02% 243
2023
Q4 		$61.7K Buy
2,997
+393
+15% +$7.76K 0.03% 181
2023
Q3 		$48K Buy
2,604
+697
+37% +$13.4K 0.02% 188
2023
Q2 		$36.6K Sell
1,907
-54
-3% -$1.07K 0.02% 224
2023
Q1 		$38.6K Buy
1,961
+18
+0.9% +$340 0.02% 205
2022
Q4 		$35.4K Buy
1,943
+976
+101% +$16.9K 0.02% 206
2022
Q3 		$16K Buy
967
+797
+469% +$13.7K 0.01% 277
2022
Q2 		$3.07K Buy
+170
New +$3.18K ﹤0.01% 456

Other funds holding IAUM

APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return

Kelly Financial Services's IAUM Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares Gold Trust Micro (IAUM) in Q3 2024, closing a stake of 2,097 shares — an estimated $48.6K sold.

Kelly Financial Services first reported a position in IAUM in Q2 2022 and held it in 9 quarters. The position peaked at $61.7K in Q4 2023. 76 funds tracked by Wall St. Rank hold IAUM as of Q3 2024.

  • Kelly Financial Services reported no remaining iShares Gold Trust Micro position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 2,097 iShares Gold Trust Micro shares in Q3 2024, an estimated $48.6K.
  • Kelly Financial Services first reported a position in iShares Gold Trust Micro in Q2 2022 and held it in 9 quarters.
  • Kelly Financial Services's iShares Gold Trust Micro position peaked at $61.7K in Q4 2023.
  • 76 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.