Johnson Financial Group Inc (Wisconsin)’s iShares Gold Trust IAU Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-204	Closed	-$12K	–	800
2025 Q1	$12K	Buy	+204	New	+$12K	﹤0.01%	752
2024 Q1	–	Sell	-2,090	Closed	-$81.6K	–	884
2023 Q4	$81.6K	Sell	2,090 -2,905	-58%	-$113K	﹤0.01%	401
2023 Q3	$175K	Buy	4,995 +4,542	+1,003%	+$159K	0.01%	256
2023 Q2	$16.5K	Hold	453	–	–	﹤0.01%	509
2023 Q1	$16.9K	Buy	+453	New	+$16.9K	﹤0.01%	497
2021 Q2	–	Sell	-15,450	Closed	-$502K	–	778
2021 Q1	$502K	Hold	15,450	–	–	0.03%	178
2020 Q4	$560K	Hold	15,450	–	–	0.05%	152
2020 Q3	$556K	Hold	15,450	–	–	0.06%	138
2020 Q2	$525K	Hold	15,450	–	–	0.06%	124
2020 Q1	$466K	Hold	15,450	–	–	0.06%	140
2019 Q4	$448K	Hold	15,450	–	–	0.04%	146
2019 Q3	$436K	Hold	15,450	–	–	0.04%	180
2019 Q2	$417K	Hold	15,450	–	–	0.04%	183
2019 Q1	$383K	Buy	15,450 +10,000	+183%	+$248K	0.03%	187
2018 Q4	$134K	Hold	5,450	–	–	0.01%	239
2018 Q3	$125K	Hold	5,450	–	–	0.01%	246
2018 Q2	$131K	Hold	5,450	–	–	0.01%	242
2018 Q1	$139K	Hold	5,450	–	–	0.02%	243
2017 Q4	$136K	Hold	5,450	–	–	0.02%	259
2017 Q3	$134K	Hold	5,450	–	–	0.02%	256
2017 Q2	$130K	Hold	5,450	–	–	0.02%	265
2017 Q1	$131K	Sell	5,450 -3,093	-36%	-$74.3K	0.02%	296
2016 Q4	$189K	Hold	8,543	–	–	0.03%	269
2016 Q3	$217K	Buy	8,543 +750	+10%	+$19.1K	0.03%	256
2016 Q2	$199K	Hold	7,793	–	–	0.03%	283
2016 Q1	$185K	Sell	7,793 -238	-3%	-$5.65K	0.04%	255
2015 Q4	$164K	Hold	8,031	–	–	0.03%	263
2015 Q3	$173K	Hold	8,031	–	–	0.04%	260
2015 Q2	$182K	Hold	8,031	–	–	0.04%	264
2015 Q1	$183K	Hold	8,031	–	–	0.04%	277
2014 Q4	$183K	Buy	8,031 +238	+3%	+$5.42K	0.04%	266
2014 Q3	$182K	Hold	7,793	–	–	0.05%	236
2014 Q2	$201K	Hold	7,793	–	–	0.05%	226
2014 Q1	$194K	Hold	7,793	–	–	0.06%	214
2013 Q4	$182K	Hold	7,793	–	–	0.05%	219
2013 Q3	$201K	Hold	7,793	–	–	0.06%	203
2013 Q2	$187K	Buy	+7,793	New	+$187K	0.05%	223