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iShares Gold Trust shares owned by Keystone Financial Services

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Keystone Financial Services from 13F filings

Historical chart of Keystone Financial Services investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Keystone Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Keystone Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 45k 72.77
2025-06-30 $2.7M 43k 62.36
2025-03-31 $3.5M 59k 58.96

More positions owned by Keystone Financial Services

Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr S&p 100 Etf (OEF)
Blackrock Etf Trust Ishares Us Thema (THRO)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Mbs Etf (MBB)

View all positions for Keystone Financial Services

Top funds holding iShares Gold Trust

Morgan Stanley
FMR
Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Twin Tree Management
Sumitomo Mitsui Trust Holdings
WealthNavi
Alliancebernstein
Ameriprise Financial
Empower Advisory Group
Branch Banking & Trust Company
BlackRock

View all funds holding iShares Gold Trust