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Lee-Kelleher Wealth Management’s iShares Gold Trust IAU Stock Holding History

Lee-Kelleher Wealth Management’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 		– Sell
-2,571
Closed -$227K – 50
2026
Q1 		$227K Hold
2,571
– – 0.13% 39
2025
Q4 		$209K Buy
+2,571
New +$201K 0.12% 41

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Lee-Kelleher Wealth Management's IAU Position: Q2 2026 in Review

Lee-Kelleher Wealth Management sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 2,571 shares — an estimated $227K sold.

Lee-Kelleher Wealth Management first reported a position in IAU in Q4 2025 and held it in 2 quarters. The position peaked at $227K in Q1 2026. 501 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Lee-Kelleher Wealth Management reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Lee-Kelleher Wealth Management sold 2,571 iShares Gold Trust shares in Q2 2026, an estimated $227K.
  • Lee-Kelleher Wealth Management first reported a position in iShares Gold Trust in Q4 2025 and held it in 2 quarters.
  • Lee-Kelleher Wealth Management's iShares Gold Trust position peaked at $227K in Q1 2026.
  • 501 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.