Keystone Wealth Services »

Ishares Gold Tr shares owned by Keystone Wealth Services

Quarter-by-quarter ownership of Ishares Gold Tr (IAUM) shares owned by Keystone Wealth Services from 13F filings

Historical chart of Keystone Wealth Services investment in Ishares Gold Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Gold Tr held by Keystone Wealth Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Gold Tr by Keystone Wealth Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $420k 9.0k 46.70

More positions owned by Keystone Wealth Services

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Microsoft Corporation (MSFT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)
Chevron Corporation (CVX)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Costco Wholesale Corporation (COST)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
ConocoPhillips (COP)

View all positions for Keystone Wealth Services

Top funds holding Ishares Gold Tr

Sumitomo Mitsui Trust Holdings
Alaska Permanent Fund Corp
Bank of America Corporation
Adventist Health System Sunbelt Healthcare Corp
School Employees Retirement Board Of Ohio
Heck Capital Advisors
Vident Advisory
Ronald Blue Trust
Diam
AlTi Global
Milestone Group
AlphaCore Capital
BlackRock
Fifth Third Bancorp
Myriad Asset Management Advisors

View all funds holding Ishares Gold Tr