JNBA Financial Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.5M | Sell |
130,749
-11,965
| -8% | -$1.1M | 0.96% | 23 |
|
|
2025
Q4 | $11.6M | Sell |
142,714
-4,067
| -3% | -$318K | 1.01% | 21 |
|
|
2025
Q3 | $10.7M | Sell |
146,781
-4,644
| -3% | -$303K | 0.97% | 22 |
|
|
2025
Q2 | $9.44M | Sell |
151,425
-8,627
| -5% | -$535K | 0.91% | 24 |
|
|
2025
Q1 | $9.44M | Sell |
160,052
-5,947
| -4% | -$322K | 0.98% | 21 |
|
|
2024
Q4 | $8.22M | Sell |
165,999
-3,860
| -2% | -$194K | 0.84% | 25 |
|
|
2024
Q3 | $8.44M | Sell |
169,859
-17,474
| -9% | -$818K | 0.85% | 24 |
|
|
2024
Q2 | $8.23M | Sell |
187,333
-20,290
| -10% | -$897K | 0.87% | 25 |
|
|
2024
Q1 | $8.72M | Sell |
207,623
-31,032
| -13% | -$1.22M | 0.92% | 28 |
|
|
2023
Q4 | $9.31M | Sell |
238,655
-5,533
| -2% | -$207K | 1.06% | 29 |
|
|
2023
Q3 | $8.54M | Sell |
244,188
-1,501
| -0.6% | -$54.8K | 1.07% | 28 |
|
|
2023
Q2 | $8.94M | Sell |
245,689
-5,066
| -2% | -$190K | 1.07% | 29 |
|
|
2023
Q1 | $9.37M | Sell |
250,755
-3,348
| -1% | -$120K | 1.22% | 25 |
|
|
2022
Q4 | $8.79M | Buy |
254,103
+946
| +0.4% | +$31.1K | 1.22% | 25 |
|
|
2022
Q3 | $7.98M | Sell |
253,157
-2,070
| -0.8% | -$67.8K | 1.23% | 26 |
|
|
2022
Q2 | $8.76M | Sell |
255,227
-47,143
| -16% | -$1.68M | 1.33% | 22 |
|
|
2022
Q1 | $11.1M | Sell |
302,370
-6,536
| -2% | -$234K | 1.47% | 21 |
|
|
2021
Q4 | $10.8M | Sell |
308,906
-8,793
| -3% | -$301K | 1.31% | 23 |
|
|
2021
Q3 | $10.6M | Buy |
317,699
+1,268
| +0.4% | +$43.2K | 1.43% | 20 |
|
|
2021
Q2 | $10.7M | Sell |
316,431
-3,376
| -1% | -$117K | 1.44% | 18 |
|
|
2021
Q1 | $10.4M | Sell |
319,807
-10,446
| -3% | -$357K | 1.51% | 17 |
|
|
2020
Q4 | $12M | Sell |
330,253
-1,609
| -0.5% | -$57.6K | 1.97% | 11 |
|
|
2020
Q3 | $11.9M | Sell |
331,862
-5,906
| -2% | -$216K | 2.41% | 9 |
|
|
2020
Q2 | $11.5M | Sell |
337,768
-4,797
| -1% | -$157K | 2.46% | 9 |
|
|
2020
Q1 | $10.3M | Sell |
342,565
-28,085
| -8% | -$849K | 2.48% | 8 |
|
|
2019
Q4 | $10.7M | Sell |
370,650
-142,859
| -28% | -$4.05M | 2.05% | 9 |
|
|
2019
Q3 | $14.5M | Sell |
513,509
-73,261
| -12% | -$2.07M | 2.95% | 8 |
|
|
2019
Q2 | $15.8M | Sell |
586,770
-11,639
| -2% | -$292K | 3.23% | 8 |
|
|
2019
Q1 | $14.8M | Buy |
598,409
+1,026
| +0.2% | +$25.6K | 3.19% | 8 |
|
|
2018
Q4 | $14.7M | Buy |
+597,383
| New | +$14.1M | 3.33% | 8 |
|
|
2018
Q3 | – | Sell |
-608,797
| Closed | -$14.6M | – | 585 |
|
|
2018
Q2 | $14.6M | Sell |
608,797
-4,807
| -0.8% | -$121K | 3.09% | 9 |
|
|
2018
Q1 | $15.6M | Buy |
613,604
+1,158
| +0.2% | +$29.6K | 3.34% | 9 |
|
|
2017
Q4 | $15.3M | Buy |
612,446
+18,096
| +3% | +$444K | 3.22% | 9 |
|
|
2017
Q3 | $14.6M | Sell |
594,350
-72,984
| -11% | -$1.8M | 3.27% | 10 |
|
|
2017
Q2 | $15.9M | Buy |
667,334
+26,569
| +4% | +$643K | 3.62% | 9 |
|
|
2017
Q1 | $15.4M | Buy |
640,765
+26,627
| +4% | +$626K | 3.63% | 9 |
|
|
2016
Q4 | $13.6M | Buy |
614,138
+607,078
| +8,599% | +$14.2M | 3.31% | 9 |
|
|
2016
Q3 | $179K | Sell |
7,060
-607,985
| -99% | -$15.6M | 0.03% | 247 |
|
|
2016
Q2 | $15.7M | Buy |
615,045
+71,641
| +13% | +$1.74M | 4.39% | 7 |
|
|
2016
Q1 | $12.9M | Buy |
543,404
+151,643
| +39% | +$3.47M | 4.64% | 5 |
|
|
2015
Q4 | $8.02M | Sell |
391,761
-61,556
| -14% | -$1.31M | 3.07% | 8 |
|
|
2015
Q3 | $9.77M | Buy |
453,317
+6,966
| +2% | +$151K | 4.16% | 6 |
|
|
2015
Q2 | $10.1M | Buy |
446,351
+11,602
| +3% | +$268K | 3.84% | 6 |
|
|
2015
Q1 | $9.96M | Buy |
434,749
+59,243
| +16% | +$1.4M | 3.83% | 6 |
|
|
2014
Q4 | $8.59M | Buy |
375,506
+17,925
| +5% | +$417K | 3.46% | 6 |
|
|
2014
Q3 | $8.37M | Buy |
357,581
+94,560
| +36% | +$2.35M | 3.8% | 6 |
|
|
2014
Q2 | $6.78M | Buy |
263,021
+32,610
| +14% | +$815K | 3.28% | 5 |
|
|
2014
Q1 | $5.73M | Buy |
230,411
+5,719
| +3% | +$143K | 3.02% | 7 |
|
|
2013
Q4 | $5.25M | Sell |
224,692
-48,948
| -18% | -$1.21M | 2.87% | 7 |
|
|
2013
Q3 | $7.05M | Buy |
273,640
+22,426
| +9% | +$579K | 4.4% | 5 |
|
|
2013
Q2 | $6.02M | Buy |
+251,214
| New | +$6.92M | 4.14% | 5 |
|
Other funds holding IAU
JNBA Financial Advisors's IAU Position: Q1 2026 in Review
JNBA Financial Advisors reduced its iShares Gold Trust (IAU) stake by 8.4% in Q1 2026, selling an estimated $1.1M and leaving 130,749 shares worth $11.5M. The position accounts for 0.96% of the portfolio, ranked #23.
JNBA Financial Advisors first reported a position in IAU in Q2 2013 and has held it in 51 quarters since. The position peaked at $15.9M in Q2 2017. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- JNBA Financial Advisors held 130,749 shares of iShares Gold Trust worth $11.5M as of Q1 2026.
- JNBA Financial Advisors sold 11,965 iShares Gold Trust shares in Q1 2026, an estimated $1.1M.
- iShares Gold Trust made up 0.96% of JNBA Financial Advisors's portfolio in Q1 2026, its #23 holding.
- JNBA Financial Advisors first reported a position in iShares Gold Trust in Q2 2013 and has held it in 51 quarters since.
- JNBA Financial Advisors's iShares Gold Trust position peaked at $15.9M in Q2 2017.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.