Kelsey Financial’s iShares Gold Trust IAU Stock Holding History

Kelsey Financial’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	–	Sell	-2,500	Closed	-$220K	–	66
2026 Q1	$220K	Hold	2,500	–	–	0.19%	56
2025 Q4	$203K	Buy	+2,500	New	+$196K	0.17%	58

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

Kelsey Financial's IAU Position: Q2 2026 in Review

Kelsey Financial sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 2,500 shares — an estimated $220K sold.

Kelsey Financial first reported a position in IAU in Q4 2025 and held it in 2 quarters. The position peaked at $220K in Q1 2026. 1,898 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Kelsey Financial reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
Kelsey Financial sold 2,500 iShares Gold Trust shares in Q2 2026, an estimated $220K.
Kelsey Financial first reported a position in iShares Gold Trust in Q4 2025 and held it in 2 quarters.
Kelsey Financial's iShares Gold Trust position peaked at $220K in Q1 2026.
1,898 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Kelsey Financial's 13F filing for Q2 2026, filed 10 Aug 2026.