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Jaffetilchin Investment Partners’s iShares Gold Trust IAU Stock Holding History

Jaffetilchin Investment Partners’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
2026
Q1 		$537K Buy
6,088
+90
+2% +$8.26K 0.03% 264
2025
Q4 		$487K Buy
5,998
+1,717
+40% +$134K 0.03% 271
2025
Q3 		$312K Sell
4,281
-1,236
-22% -$80.6K 0.02% 347
2025
Q2 		$344K Sell
5,517
-122
-2% -$7.56K 0.02% 315
2025
Q1 		$332K Sell
5,639
-396
-7% -$21.4K 0.02% 309
2024
Q4 		$299K Sell
6,035
-3,782
-39% -$190K 0.02% 311
2024
Q3 		$488K Sell
9,817
-4,180
-30% -$196K 0.04% 234
2024
Q2 		$615K Buy
13,997
+648
+5% +$28.6K 0.05% 192
2024
Q1 		$561K Buy
13,349
+614
+5% +$24.1K 0.05% 196
2023
Q4 		$497K Sell
12,735
-80
-0.6% -$2.99K 0.05% 218
2023
Q3 		$448K Sell
12,815
-40
-0.3% -$1.46K 0.05% 210
2023
Q2 		$468K Buy
12,855
+978
+8% +$36.7K 0.05% 210
2023
Q1 		$444K Sell
11,877
-11,728
-50% -$421K 0.05% 221
2022
Q4 		$816K Buy
23,605
+5,552
+31% +$182K 0.1% 147
2022
Q3 		$569K Sell
18,053
-234
-1% -$7.67K 0.07% 161
2022
Q2 		$627K Buy
18,287
+8,908
+95% +$317K 0.07% 164
2022
Q1 		$325K Buy
+9,379
New +$335K 0.04% 257
2021
Q3 		– Sell
-90,964
Closed -$1.65M – 386
2021
Q2 		$1.65M Buy
90,964
+83,921
+1,192% +$2.9M 0.11% 130
2021
Q1 		$229K Sell
7,043
-38,439
-85% -$1.31M 0.03% 315
2020
Q4 		$1.65M Buy
45,482
+2,918
+7% +$104K 0.23% 75
2020
Q3 		$1.53M Buy
42,564
+21,016
+98% +$767K 0.28% 56
2020
Q2 		$732K Buy
+21,548
New +$706K 0.16% 86
2018
Q4 		– Sell
-8,203
Closed -$188K – 301
2018
Q3 		$188K Sell
8,203
-1,285
-14% -$29.9K 0.04% 294
2018
Q2 		$228K Hold
9,488
– – 0.05% 262
2018
Q1 		$242K Buy
9,488
+1,903
+25% +$48.6K 0.05% 275
2017
Q4 		$190K Sell
7,585
-1,895
-20% -$46.5K 0.06% 223
2017
Q3 		$233K Buy
9,480
+1,358
+17% +$33.4K 0.05% 260
2017
Q2 		$194K Sell
8,122
-3,350
-29% -$81.1K 0.07% 218
2017
Q1 		$276K Hold
11,472
– – 0.07% 214
2016
Q4 		$254K Sell
11,472
-97
-0.8% -$2.27K 0.08% 200
2016
Q3 		$294K Sell
11,569
-513
-4% -$13.2K 0.09% 174
2016
Q2 		$308K Sell
12,082
-334
-3% -$8.12K 0.09% 177
2016
Q1 		$295K Sell
12,416
-1,095
-8% -$25.1K 0.09% 141
2015
Q4 		$276K Sell
13,511
-1,474
-10% -$31.4K 0.09% 156
2015
Q3 		$323K Hold
14,985
– – 0.12% 133
2015
Q2 		$340K Hold
14,985
– – 0.1% 148
2015
Q1 		$343K Sell
14,985
-107
-0.7% -$2.52K 0.1% 150
2014
Q4 		$345K Sell
15,092
-353,110
-96% -$8.21M 0.12% 139
2014
Q3 		$8.62M Hold
368,202
– – 3.16% 10
2014
Q2 		$9.48M Sell
368,202
-825
-0.2% -$20.6K 3.38% 9
2014
Q1 		$9.18M Sell
369,027
-227
-0.1% -$5.69K 3.59% 7
2013
Q4 		$8.63M Buy
369,254
+189,096
+105% +$4.67M 4.25% 4
2013
Q3 		$4.64M Buy
180,158
+26,527
+17% +$685K 2.72% 7
2013
Q2 		$3.68M Buy
+153,631
New +$4.23M 2.55% 5

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Jaffetilchin Investment Partners's IAU Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its iShares Gold Trust (IAU) stake by 1.5% in Q1 2026, buying an estimated $8.26K and bringing the position to 6,088 shares worth $537K. The position accounts for 0.03% of the portfolio, ranked #264.

Jaffetilchin Investment Partners first reported a position in IAU in Q2 2013 and has held it in 44 quarters since. The position peaked at $9.48M in Q2 2014. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Jaffetilchin Investment Partners held 6,088 shares of iShares Gold Trust worth $537K as of Q1 2026.
  • Jaffetilchin Investment Partners bought 90 iShares Gold Trust shares in Q1 2026, an estimated $8.26K.
  • iShares Gold Trust made up 0.03% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #264 holding.
  • Jaffetilchin Investment Partners first reported a position in iShares Gold Trust in Q2 2013 and has held it in 44 quarters since.
  • Jaffetilchin Investment Partners's iShares Gold Trust position peaked at $9.48M in Q2 2014.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.