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JFS Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

JFS Wealth 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
2026
Q2 		$692K Buy
9,158
+160
+2% +$13.6K 0.03% 210
2026
Q1 		$793K Sell
8,998
-5,126
-36% -$470K 0.04% 184
2025
Q4 		$1.15M Sell
14,124
-314
-2% -$24.6K 0.06% 151
2025
Q3 		$1.05M Buy
14,438
+1,434
+11% +$93.5K 0.06% 160
2025
Q2 		$811K Sell
13,004
-2,499
-16% -$155K 0.05% 169
2025
Q1 		$914K Buy
15,503
+11,641
+301% +$630K 0.06% 152
2024
Q4 		$191K Hold
3,862
– – 0.01% 293
2024
Q3 		$192K Buy
3,862
+1,507
+64% +$70.5K 0.01% 292
2024
Q2 		$103K Sell
2,355
-226
-9% -$9.99K 0.01% 303
2024
Q1 		$108K Buy
2,581
+438
+20% +$17.2K 0.01% 306
2023
Q4 		$83.6K Hold
2,143
– – 0.01% 336
2023
Q3 		$75K Hold
2,143
– – 0.01% 317
2023
Q2 		$78K Hold
2,143
– – 0.01% 308
2023
Q1 		$80.1K Hold
2,143
– – 0.01% 308
2022
Q4 		$74.1K Buy
2,143
+1,977
+1,191% +$64.9K 0.01% 321
2022
Q3 		$5K Hold
166
– – ﹤0.01% 982
2022
Q2 		$6K Hold
166
– – ﹤0.01% 935
2022
Q1 		$6K Buy
+166
New +$5.93K ﹤0.01% 973
2020
Q2 		– Sell
-1,647
Closed -$50K – 550
2020
Q1 		$50K Hold
1,647
– – 0.02% 220
2019
Q4 		$48K Hold
1,647
– – 0.01% 246
2019
Q3 		$46K Buy
+1,647
New +$46.5K 0.01% 242
2013
Q4 		– Sell
-5,949
Closed -$153K – 133
2013
Q3 		$153K Hold
5,949
– – 0.07% 120
2013
Q2 		$143K Buy
+5,949
New +$164K 0.07% 109

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JFS Wealth Advisors's IAU Position: Q2 2026 in Review

JFS Wealth Advisors increased its iShares Gold Trust (IAU) stake by 1.8% in Q2 2026, buying an estimated $13.6K and bringing the position to 9,158 shares worth $692K. The position accounts for 0.03% of the portfolio, ranked #210.

JFS Wealth Advisors first reported a position in IAU in Q2 2013 and has held it in 23 quarters since. The position peaked at $1.15M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • JFS Wealth Advisors held 9,158 shares of iShares Gold Trust worth $692K as of Q2 2026.
  • JFS Wealth Advisors bought 160 iShares Gold Trust shares in Q2 2026, an estimated $13.6K.
  • iShares Gold Trust made up 0.03% of JFS Wealth Advisors's portfolio in Q2 2026, its #210 holding.
  • JFS Wealth Advisors first reported a position in iShares Gold Trust in Q2 2013 and has held it in 23 quarters since.
  • JFS Wealth Advisors's iShares Gold Trust position peaked at $1.15M in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.