Johnson Financial Group Inc (Wisconsin)’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
Q2 | – | Sell |
-6
| Closed | -$529 | – | 876 |
|
|
2026
Q1 | $529 | Buy |
+6
| New | +$550 | ﹤0.01% | 867 |
|
|
2025
Q2 | – | Sell |
-204
| Closed | -$12K | – | 800 |
|
|
2025
Q1 | $12K | Buy |
+204
| New | +$11K | ﹤0.01% | 752 |
|
|
2024
Q1 | – | Sell |
-2,090
| Closed | -$81.6K | – | 879 |
|
|
2023
Q4 | $81.6K | Sell |
2,090
-2,905
| -58% | -$109K | ﹤0.01% | 401 |
|
|
2023
Q3 | $175K | Buy |
4,995
+4,542
| +1,003% | +$166K | 0.01% | 256 |
|
|
2023
Q2 | $16.5K | Hold |
453
| – | – | ﹤0.01% | 509 |
|
|
2023
Q1 | $16.9K | Buy |
+453
| New | +$16.3K | ﹤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% | +$250K | 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% | -$72.7K | 0.02% | 296 |
|
|
2016
Q4 | $189K | Hold |
8,543
| – | – | 0.03% | 269 |
|
|
2016
Q3 | $217K | Buy |
8,543
+750
| +10% | +$19.3K | 0.03% | 256 |
|
|
2016
Q2 | $199K | Hold |
7,793
| – | – | 0.03% | 283 |
|
|
2016
Q1 | $185K | Sell |
7,793
-238
| -3% | -$5.45K | 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% | +$5.53K | 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 | +$215K | 0.05% | 223 |
|
Other funds holding IAU
Johnson Financial Group Inc (Wisconsin)'s IAU Position: Q2 2026 in Review
Johnson Financial Group Inc (Wisconsin) sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 6 shares — an estimated $529 sold.
Johnson Financial Group Inc (Wisconsin) first reported a position in IAU in Q2 2013 and held it in 38 quarters. The position peaked at $560K in Q4 2020. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.
- Johnson Financial Group Inc (Wisconsin) reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
- Johnson Financial Group Inc (Wisconsin) sold 6 iShares Gold Trust shares in Q2 2026, an estimated $529.
- Johnson Financial Group Inc (Wisconsin) first reported a position in iShares Gold Trust in Q2 2013 and held it in 38 quarters.
- Johnson Financial Group Inc (Wisconsin)'s iShares Gold Trust position peaked at $560K in Q4 2020.
- 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.
Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.