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Key Financial Inc’s iShares Gold Trust IAU Stock Holding History

Key Financial Inc’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
Q1 		$85.2K Buy
966
+515
+114% +$47.2K 0.02% 430
2025
Q4 		$36.6K Sell
451
-243
-35% -$19K 0.01% 595
2025
Q3 		$50.6K Buy
694
+250
+56% +$16.3K 0.01% 517
2025
Q2 		$27.7K Buy
+444
New +$27.5K 0.01% 619
2021
Q2 		– Sell
-546
Closed -$18K – 869
2021
Q1 		$18K Hold
546
– – 0.01% 417
2020
Q4 		$20K Buy
+546
New +$19.5K 0.01% 373
2020
Q2 		– Sell
-546
Closed -$17K – 331
2020
Q1 		$17K Buy
+546
New +$16.5K 0.02% 342

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Key Financial Inc's IAU Position: Q1 2026 in Review

Key Financial Inc increased its iShares Gold Trust (IAU) stake by 114% in Q1 2026, buying an estimated $47.2K and bringing the position to 966 shares worth $85.2K. The position accounts for 0.02% of the portfolio, ranked #430.

Key Financial Inc first reported a position in IAU in Q1 2020 and has held it in 7 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Key Financial Inc held 966 shares of iShares Gold Trust worth $85.2K as of Q1 2026.
  • Key Financial Inc bought 515 iShares Gold Trust shares in Q1 2026, an estimated $47.2K.
  • iShares Gold Trust made up 0.02% of Key Financial Inc's portfolio in Q1 2026, its #430 holding.
  • Key Financial Inc first reported a position in iShares Gold Trust in Q1 2020 and has held it in 7 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.