Key Capital Management
IAU icon

Key Capital Management’s iShares Gold Trust IAU Stock Holding History

Key Capital Management’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
Q3 		$33K Buy
422
+213
+102% +$17.1K 0.01% 272
2026
Q2 		$15.8K Buy
209
+53
+34% +$4.5K 0.01% 282
2026
Q1 		$13.8K Sell
156
-237
-60% -$21.7K 0.01% 278
2025
Q4 		$31.9K Buy
+393
New +$30.7K 0.03% 176

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Key Capital Management's IAU Position: Q3 2026 in Review

Key Capital Management increased its iShares Gold Trust (IAU) stake by 102% in Q3 2026, buying an estimated $17.1K and bringing the position to 422 shares worth $33K. The position accounts for 0.01% of the portfolio, ranked #272.

Key Capital Management first reported a position in IAU in Q4 2025 and has held it in 4 quarters since. 1,390 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Key Capital Management held 422 shares of iShares Gold Trust worth $33K as of Q3 2026.
  • Key Capital Management bought 213 iShares Gold Trust shares in Q3 2026, an estimated $17.1K.
  • iShares Gold Trust made up 0.01% of Key Capital Management's portfolio in Q3 2026, its #272 holding.
  • Key Capital Management first reported a position in iShares Gold Trust in Q4 2025 and has held it in 4 quarters since.
  • 1,390 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.