IAU — ISHARES GOLD TR

Ownership history in Keystone Financial Services  ·  4 quarters on record

This page tracks every 13F SEC filing in which Keystone Financial Services reported a position in ISHARES GOLD TR (IAU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.6% (2025 Q4)
Avg. % of fund
1.21%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 65,207 +20,023 +44.3% 1.60% $5.3M $81.17
2025 Q3 ADDED 45,184 +2,219 +5.2% 1.02% $3.3M $72.77
2025 Q2 REDUCED 42,965 -15,578 -26.6% 0.91% $2.7M $62.36
2025 Q1 INITIATED 58,543 — — 1.32% $3.5M $58.96
% of Fund (quarterly)    IAU price (monthly, adj. close)

Other funds also holding IAU

As of 2025 Q4 — sorted by position size

MOON CAPITAL MANAGEMENT LP 3Y 7Y 78.76% VCU Investment Management Co 3Y 7Y 72.64% CARL STUART INVESTMENT ADVISOR, INC 3Y 41.07% Packer & Co Ltd 3Y 7Y 39.55% LIFE LINE WEALTH MANAGEMENT LLC 20.0% CRCM LP 3Y 7Y 19.74% Sowa Financial Group, Inc. 3Y 16.76% Private Harbour Investment Management & Counsel, LLC 3Y 7Y 15.76% Mader & Shannon Wealth Management, Inc. 3Y 7Y 14.46% VPR Management LLC 3Y 14.3%
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