Key Financial Inc
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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
Q3 		$74K Sell
948
-18
-2% -$1.44K 0.01% 472
2026
Q2 		$72.9K Hold
966
– – 0.01% 474
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

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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $79.9B AUM

Key Financial Inc's IAU Position: Q3 2026 in Review

Key Financial Inc reduced its iShares Gold Trust (IAU) stake by 1.9% in Q3 2026, selling an estimated $1.44K and leaving 948 shares worth $74K. The position accounts for 0.01% of the portfolio, ranked #472.

Key Financial Inc first reported a position in IAU in Q1 2020 and has held it in 9 quarters since. The position peaked at $85.2K in Q1 2026. 1,593 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Key Financial Inc held 948 shares of iShares Gold Trust worth $74K as of Q3 2026.
  • Key Financial Inc sold 18 iShares Gold Trust shares in Q3 2026, an estimated $1.44K.
  • iShares Gold Trust made up 0.01% of Key Financial Inc's portfolio in Q3 2026, its #472 holding.
  • Key Financial Inc first reported a position in iShares Gold Trust in Q1 2020 and has held it in 9 quarters since.
  • Key Financial Inc's iShares Gold Trust position peaked at $85.2K in Q1 2026.
  • 1,593 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.