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Kelly Financial Services LLC → IAU
Kelly Financial Services LLC IAU Position History
iShares Gold Trust • Financial Services
Quarters held
4
Latest value
$4.6M
Q3 2026
Peak value
$10.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $10.8M |
| Q1 2026 | $4.3M |
| Q2 2026 | $4M |
| Q3 2026 | $4.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.6M | 58.3K | — | — |
| Q2 2026 | $4M | 53.5K | — | — |
| Q1 2026 | $4.3M | 48.5K | — | — |
| Q4 2025 | $10.8M | 132.6K | — | — |
Other funds holding IAU
$17.2B
$15.1B
$11.1B
$10.7B
$10.3B
$9.9B