JFA
JNBA Financial Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.44M | Sell |
151,425
-8,627
| -5% | -$538K | 0.91% | 24 |
|
|
2025
Q1 | $9.44M | Sell |
160,052
-5,947
| -4% | -$351K | 0.98% | 21 |
|
|
2024
Q4 | $8.22M | Sell |
165,999
-3,860
| -2% | -$191K | 0.84% | 25 |
|
|
2024
Q3 | $8.44M | Sell |
169,859
-17,474
| -9% | -$868K | 0.85% | 24 |
|
|
2024
Q2 | $8.23M | Sell |
187,333
-20,290
| -10% | -$891K | 0.87% | 25 |
|
|
2024
Q1 | $8.72M | Sell |
207,623
-31,032
| -13% | -$1.3M | 0.92% | 28 |
|
|
2023
Q4 | $9.31M | Sell |
238,655
-5,533
| -2% | -$216K | 1.06% | 29 |
|
|
2023
Q3 | $8.54M | Sell |
244,188
-1,501
| -0.6% | -$52.5K | 1.07% | 28 |
|
|
2023
Q2 | $8.94M | Sell |
245,689
-5,066
| -2% | -$184K | 1.07% | 29 |
|
|
2023
Q1 | $9.37M | Sell |
250,755
-3,348
| -1% | -$125K | 1.22% | 25 |
|
|
2022
Q4 | $8.79M | Buy |
254,103
+946
| +0.4% | +$32.7K | 1.22% | 25 |
|
|
2022
Q3 | $7.98M | Sell |
253,157
-2,070
| -0.8% | -$65.3K | 1.23% | 26 |
|
|
2022
Q2 | $8.76M | Sell |
255,227
-47,143
| -16% | -$1.62M | 1.33% | 22 |
|
|
2022
Q1 | $11.1M | Sell |
302,370
-6,536
| -2% | -$241K | 1.47% | 21 |
|
|
2021
Q4 | $10.8M | Sell |
308,906
-8,793
| -3% | -$306K | 1.31% | 23 |
|
|
2021
Q3 | $10.6M | Buy |
317,699
+1,268
| +0.4% | +$42.4K | 1.43% | 20 |
|
|
2021
Q2 | $10.7M | Sell |
316,431
-323,183
| -51% | -$10.9M | 1.44% | 18 |
|
|
2021
Q1 | $10.4M | Sell |
639,614
-20,892
| -3% | -$340K | 1.51% | 17 |
|
|
2020
Q4 | $12M | Sell |
660,506
-3,217
| -0.5% | -$58.3K | 1.97% | 11 |
|
|
2020
Q3 | $11.9M | Sell |
663,723
-11,812
| -2% | -$212K | 2.41% | 9 |
|
|
2020
Q2 | $11.5M | Sell |
675,535
-9,595
| -1% | -$163K | 2.46% | 9 |
|
|
2020
Q1 | $10.3M | Sell |
685,130
-56,169
| -8% | -$846K | 2.48% | 8 |
|
|
2019
Q4 | $10.7M | Sell |
741,299
-285,718
| -28% | -$4.14M | 2.05% | 9 |
|
|
2019
Q3 | $14.5M | Sell |
1,027,017
-146,523
| -12% | -$2.07M | 2.95% | 8 |
|
|
2019
Q2 | $15.8M | Sell |
1,173,540
-23,278
| -2% | -$314K | 3.23% | 8 |
|
|
2019
Q1 | $14.8M | Buy |
1,196,818
+2,052
| +0.2% | +$25.4K | 3.19% | 8 |
|
|
2018
Q4 | $14.7M | Buy |
+1,194,766
| New | +$14.7M | 3.33% | 8 |
|
|
2018
Q3 | – | Sell |
-1,217,594
| Closed | -$14.6M | – | 587 |
|
|
2018
Q2 | $14.6M | Sell |
1,217,594
-9,613
| -0.8% | -$116K | 3.09% | 9 |
|
|
2018
Q1 | $15.6M | Buy |
1,227,207
+2,315
| +0.2% | +$29.5K | 3.34% | 9 |
|
|
2017
Q4 | $15.3M | Buy |
1,224,892
+36,192
| +3% | +$453K | 3.22% | 9 |
|
|
2017
Q3 | $14.6M | Sell |
1,188,700
-145,968
| -11% | -$1.8M | 3.27% | 10 |
|
|
2017
Q2 | $15.9M | Buy |
1,334,668
+53,139
| +4% | +$634K | 3.62% | 9 |
|
|
2017
Q1 | $15.4M | Buy |
1,281,529
+53,253
| +4% | +$640K | 3.63% | 9 |
|
|
2016
Q4 | $13.6M | Buy |
1,228,276
+1,214,156
| +8,599% | +$13.5M | 3.31% | 9 |
|
|
2016
Q3 | $179K | Sell |
14,120
-1,215,970
| -99% | -$15.4M | 0.03% | 247 |
|
|
2016
Q2 | $15.7M | Buy |
1,230,090
+143,283
| +13% | +$1.83M | 4.39% | 7 |
|
|
2016
Q1 | $12.9M | Buy |
1,086,807
+303,285
| +39% | +$3.6M | 4.64% | 5 |
|
|
2015
Q4 | $8.02M | Sell |
783,522
-123,112
| -14% | -$1.26M | 3.07% | 8 |
|
|
2015
Q3 | $9.77M | Buy |
906,634
+13,932
| +2% | +$150K | 4.16% | 6 |
|
|
2015
Q2 | $10.1M | Buy |
892,702
+23,204
| +3% | +$263K | 3.84% | 6 |
|
|
2015
Q1 | $9.96M | Buy |
869,498
+118,486
| +16% | +$1.36M | 3.83% | 6 |
|
|
2014
Q4 | $8.59M | Buy |
751,012
+35,851
| +5% | +$410K | 3.46% | 6 |
|
|
2014
Q3 | $8.37M | Buy |
715,161
+189,120
| +36% | +$2.21M | 3.8% | 6 |
|
|
2014
Q2 | $6.78M | Buy |
526,041
+65,220
| +14% | +$840K | 3.28% | 5 |
|
|
2014
Q1 | $5.73M | Buy |
460,821
+11,437
| +3% | +$142K | 3.02% | 7 |
|
|
2013
Q4 | $5.25M | Sell |
449,384
-97,895
| -18% | -$1.14M | 2.87% | 7 |
|
|
2013
Q3 | $7.05M | Buy |
547,279
+44,852
| +9% | +$578K | 4.4% | 5 |
|
|
2013
Q2 | $6.02M | Buy |
+502,427
| New | +$6.02M | 4.14% | 5 |
|