JWCA
IAU icon

J.W. Coons Advisors’s iShares Gold Trust IAU Stock Holding History

J.W. Coons Advisors’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.48M Hold
23,691
– – 0.33% 73
2025
Q1 		$1.4M Hold
23,691
– – 0.37% 68
2024
Q4 		$1.17M Buy
23,691
+20
+0.1% +$1K 0.3% 78
2024
Q3 		$1.18M Buy
23,671
+175
+0.7% +$8.19K 0.29% 83
2024
Q2 		$1.03M Hold
23,496
– – 0.25% 89
2024
Q1 		$987K Sell
23,496
-800
-3% -$31.4K 0.22% 89
2023
Q4 		$948K Hold
24,296
– – 0.26% 94
2023
Q3 		$850K Sell
24,296
-500
-2% -$18.2K 0.25% 93
2023
Q2 		$902K Hold
24,796
– – 0.25% 91
2023
Q1 		$927K Sell
24,796
-450
-2% -$16.1K 0.27% 87
2022
Q4 		$873K Sell
25,246
-750
-3% -$24.6K 0.26% 93
2022
Q3 		$820K Buy
25,996
+2,375
+10% +$77.8K 0.31% 88
2022
Q2 		$808K Buy
23,621
+1,085
+5% +$38.6K 0.29% 89
2022
Q1 		$833K Buy
22,536
+4,825
+27% +$172K 0.25% 107
2021
Q4 		$616K Sell
17,711
-135
-0.8% -$4.61K 0.19% 132
2021
Q3 		$595K Sell
17,846
-200
-1% -$6.81K 0.2% 124
2021
Q2 		$607K Sell
18,046
-3,501
-16% -$121K 0.22% 121
2021
Q1 		$701K Hold
21,547
– – 0.25% 103
2020
Q4 		$782K Sell
21,547
-5,511
-20% -$197K 0.3% 93
2020
Q3 		$975K Hold
27,058
– – 0.41% 67
2020
Q2 		$915K Hold
27,058
– – 0.41% 66
2020
Q1 		$819K Buy
+27,058
New +$818K 0.43% 67

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

J.W. Coons Advisors's IAU Position: Q2 2025 in Review

J.W. Coons Advisors held its iShares Gold Trust (IAU) position steady in Q2 2025 at 23,691 shares worth $1.48M. The position accounts for 0.33% of the portfolio, ranked #73.

J.W. Coons Advisors first reported a position in IAU in Q1 2020 and has held it in 22 quarters since. 1,588 funds tracked by Wall St. Rank hold IAU as of Q2 2025.

  • J.W. Coons Advisors held 23,691 shares of iShares Gold Trust worth $1.48M as of Q2 2025.
  • J.W. Coons Advisors left its iShares Gold Trust share count unchanged in Q2 2025.
  • iShares Gold Trust made up 0.33% of J.W. Coons Advisors's portfolio in Q2 2025, its #73 holding.
  • J.W. Coons Advisors first reported a position in iShares Gold Trust in Q1 2020 and has held it in 22 quarters since.
  • 1,588 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.

Based on J.W. Coons Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.