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Disclosery

Keystone Financial Group: IAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keystone Financial Group on IAU, newest first. How the timeline and the estimate are built.

Keystone Financial Group held 48,897 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,897 shares
    Change vs previous 13F -3,712 shares

    0.22% of the 13F portfolio, value $3,692,252.

    13F-HR 0001729299-26-000004 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 52,609 shares
    Change vs previous 13F -49,035 shares

    0.32% of the 13F portfolio, value $4,637,950.

    13F-HR 0001729299-26-000003 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 101,644 shares
    Change vs previous 13F +16,472 shares

    0.61% of the 13F portfolio, value $8,250,431.

    13F-HR 0001729299-26-000001 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 85,172 shares
    Change vs previous 13F +22,709 shares

    0.47% of the 13F portfolio, value $6,197,969.

    13F-HR/A 0001765380-25-000503 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 62,463 shares
    Change vs previous 13F -5,920 shares

    0.35% of the 13F portfolio, value $3,895,199.

    13F-HR 0001765380-25-000370 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 68,383 shares
    Change vs previous 13F +57,871 shares

    0.41% of the 13F portfolio, value $4,031,888.

    13F-HR 0001765380-25-000222 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,512 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $520,463.

    13F-HR 0001765380-25-000102 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).