Jones Financial Companies’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Buy |
242,833
+55,994
| +30% | +$3.45M | 0.01% | 306 |
|
|
2025
Q1 | $10.9M | Buy |
186,839
+80,181
| +75% | +$4.66M | 0.01% | 303 |
|
|
2024
Q4 | $5.28M | Buy |
106,658
+57,224
| +116% | +$2.83M | 0.01% | 354 |
|
|
2024
Q3 | $2.48M | Buy |
49,434
+25,414
| +106% | +$1.27M | ﹤0.01% | 407 |
|
|
2024
Q2 | $1.06M | Buy |
24,020
+20,172
| +524% | +$886K | ﹤0.01% | 416 |
|
|
2024
Q1 | $162K | Buy |
3,848
+3,718
| +2,860% | +$156K | ﹤0.01% | 494 |
|
|
2023
Q4 | $5.07K | Buy |
+130
| New | +$5.07K | ﹤0.01% | 760 |
|
|
2023
Q3 | – | Sell |
-3,506
| Closed | -$128K | – | 701 |
|
|
2023
Q2 | $128K | Buy |
+3,506
| New | +$128K | ﹤0.01% | 292 |
|
|
2023
Q1 | – | Sell |
-3,275
| Closed | -$113K | – | 661 |
|
|
2022
Q4 | $113K | Buy |
+3,275
| New | +$113K | ﹤0.01% | 296 |
|
|
2022
Q2 | – | Sell |
-1,163
| Closed | -$43K | – | 783 |
|
|
2022
Q1 | $43K | Sell |
1,163
-1,877
| -62% | -$69.4K | ﹤0.01% | 362 |
|
|
2021
Q4 | $106K | Buy |
+3,040
| New | +$106K | ﹤0.01% | 302 |
|