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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Key Capital Management's IAU Position: Q2 2026 in Review

Key Capital Management increased its iShares Gold Trust (IAU) stake by 34% in Q2 2026, buying an estimated $4.5K and bringing the position to 209 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #282.

Key Capital Management first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $31.9K in Q4 2025. 1,225 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Key Capital Management held 209 shares of iShares Gold Trust worth $15.8K as of Q2 2026.
  • Key Capital Management bought 53 iShares Gold Trust shares in Q2 2026, an estimated $4.5K.
  • iShares Gold Trust made up 0.01% of Key Capital Management's portfolio in Q2 2026, its #282 holding.
  • Key Capital Management first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Key Capital Management's iShares Gold Trust position peaked at $31.9K in Q4 2025.
  • 1,225 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.