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Keystone Financial Group (Kentucky)’s iShares Gold Trust IAU Stock Holding History

Keystone Financial Group (Kentucky)’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 		$3.69M Sell
48,897
-3,712
-7% -$315K 0.22% 86
2026
Q1 		$4.64M Sell
52,609
-49,035
-48% -$4.5M 0.32% 62
2025
Q4 		$8.25M Buy
101,644
+16,472
+19% +$1.29M 0.61% 36
2025
Q3 		$6.2M Buy
85,172
+22,709
+36% +$1.48M 0.47% 43
2025
Q2 		$3.9M Sell
62,463
-5,920
-9% -$367K 0.35% 57
2025
Q1 		$4.03M Buy
68,383
+57,871
+551% +$3.13M 0.41% 55
2024
Q4 		$520K Buy
+10,512
New +$528K 0.05% 209
2022
Q1 		– Sell
-14,289
Closed -$497K – 306
2021
Q4 		$497K Sell
14,289
-2,655
-16% -$90.7K 0.08% 165
2021
Q3 		$566K Sell
16,944
-44,238
-72% -$1.51M 0.1% 146
2021
Q2 		$2.06M Sell
61,182
-49,610
-45% -$1.71M 0.37% 62
2021
Q1 		$3.6M Buy
110,792
+44,751
+68% +$1.53M 0.7% 34
2020
Q4 		$2.4M Buy
+66,041
New +$2.36M 0.5% 49

Other funds holding IAU

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

Keystone Financial Group (Kentucky)'s IAU Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its iShares Gold Trust (IAU) stake by 7.1% in Q2 2026, selling an estimated $315K and leaving 48,897 shares worth $3.69M. The position accounts for 0.22% of the portfolio, ranked #86.

Keystone Financial Group (Kentucky) first reported a position in IAU in Q4 2020 and has held it in 12 quarters since. The position peaked at $8.25M in Q4 2025. 1,300 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 48,897 shares of iShares Gold Trust worth $3.69M as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 3,712 iShares Gold Trust shares in Q2 2026, an estimated $315K.
  • iShares Gold Trust made up 0.22% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #86 holding.
  • Keystone Financial Group (Kentucky) first reported a position in iShares Gold Trust in Q4 2020 and has held it in 12 quarters since.
  • Keystone Financial Group (Kentucky)'s iShares Gold Trust position peaked at $8.25M in Q4 2025.
  • 1,300 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.