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Keystone Wealth Services’s iShares Gold Trust IAU Stock Holding History

Keystone Wealth Services’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 		$1.2M Sell
15,943
-392
-2% -$33.3K 0.22% 108
2026
Q1 		$1.44M Sell
16,335
-6,033
-27% -$553K 0.31% 84
2025
Q4 		$1.82M Buy
22,368
+1,593
+8% +$125K 0.38% 55
2025
Q3 		$1.51M Buy
20,775
+147
+0.7% +$9.59K 0.33% 70
2025
Q2 		$1.29M Buy
20,628
+8,852
+75% +$549K 0.31% 79
2025
Q1 		$694K Buy
+11,776
New +$637K 0.19% 120

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Keystone Wealth Services's IAU Position: Q2 2026 in Review

Keystone Wealth Services reduced its iShares Gold Trust (IAU) stake by 2.4% in Q2 2026, selling an estimated $33.3K and leaving 15,943 shares worth $1.2M. The position accounts for 0.22% of the portfolio, ranked #108.

Keystone Wealth Services first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.82M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Keystone Wealth Services held 15,943 shares of iShares Gold Trust worth $1.2M as of Q2 2026.
  • Keystone Wealth Services sold 392 iShares Gold Trust shares in Q2 2026, an estimated $33.3K.
  • iShares Gold Trust made up 0.22% of Keystone Wealth Services's portfolio in Q2 2026, its #108 holding.
  • Keystone Wealth Services first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Keystone Wealth Services's iShares Gold Trust position peaked at $1.82M in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.