KWAG
IAU icon

Kiely Wealth Advisory Group’s iShares Gold Trust IAU Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q4 		$427K Hold
7,781
– – 0.27% 34
2024
Q3 		$382K Hold
7,781
– – 0.24% 30
2024
Q2 		$356K Buy
7,781
+2,668
+52% +$118K 0.2% 27
2024
Q1 		$226K Buy
5,113
+32
+0.6% +$1.25K 0.13% 42
2023
Q4 		$194K Buy
+5,081
New +$190K 0.11% 47

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kiely Wealth Advisory Group's IAU Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares Gold Trust (IAU) position steady in Q4 2024 at 7,781 shares worth $427K. The position accounts for 0.27% of the portfolio, ranked #34.

Kiely Wealth Advisory Group first reported a position in IAU in Q4 2023 and has held it in 5 quarters since. 1,410 funds tracked by Wall St. Rank hold IAU as of Q4 2024.

  • Kiely Wealth Advisory Group held 7,781 shares of iShares Gold Trust worth $427K as of Q4 2024.
  • Kiely Wealth Advisory Group left its iShares Gold Trust share count unchanged in Q4 2024.
  • iShares Gold Trust made up 0.27% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #34 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares Gold Trust in Q4 2023 and has held it in 5 quarters since.
  • 1,410 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.