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Disclosery

Keystone Financial Services: IAU position timeline

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

Keystone Financial Services held 28,905 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,905 shares
    Change vs previous 13F +3,232 shares

    0.56% of the 13F portfolio, value $2,182,551.

    13F-HR 0001986152-26-000106 filed by Keystone Financial Services
    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 25,673 shares
    Change vs previous 13F -39,534 shares

    0.66% of the 13F portfolio, value $2,263,255.

    13F-HR 0001986152-26-000061 filed by Keystone Financial Services
    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 65,207 shares
    Change vs previous 13F +20,023 shares

    1.6% of the 13F portfolio, value $5,292,812.

    13F-HR 0001986152-26-000029 filed by Keystone Financial Services
    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 45,184 shares
    Change vs previous 13F +2,219 shares

    1.02% of the 13F portfolio, value $3,288,003.

    13F-HR 0001986152-25-000108 filed by Keystone Financial Services
    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 42,965 shares
    Change vs previous 13F -15,578 shares

    0.91% of the 13F portfolio, value $2,679,266.

    13F-HR 0001865158-25-000004 filed by Keystone Financial Services
    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 58,543 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $3,451,695.

    13F-HR 0001865158-25-000002 filed by Keystone Financial Services
    Filed (acceptance time not in the bulk data set), ingested

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