Jones Financial Companies
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Jones Financial Companies’s iShares Gold Trust IAU Stock Holding History

Jones Financial Companies’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$56.2M Buy
733,498
+85,520
+13% +$7.26M 0.02% 380
2026
Q1 		$55.1M Buy
647,978
+237,610
+58% +$21.8M 0.03% 318
2025
Q4 		$33.3M Buy
410,368
+101,779
+33% +$7.96M 0.02% 241
2025
Q3 		$21.9M Buy
308,589
+65,756
+27% +$4.29M 0.01% 276
2025
Q2 		$15M Buy
242,833
+55,994
+30% +$3.47M 0.01% 306
2025
Q1 		$10.9M Buy
186,839
+80,181
+75% +$4.34M 0.01% 303
2024
Q4 		$5.28M Buy
106,658
+57,224
+116% +$2.88M 0.01% 354
2024
Q3 		$2.48M Buy
49,434
+25,414
+106% +$1.19M ﹤0.01% 407
2024
Q2 		$1.06M Buy
24,020
+20,172
+524% +$891K ﹤0.01% 416
2024
Q1 		$162K Buy
3,848
+3,718
+2,860% +$146K ﹤0.01% 494
2023
Q4 		$5.07K Buy
+130
New +$4.86K ﹤0.01% 760
2023
Q3 		– Sell
-3,506
Closed -$128K – 701
2023
Q2 		$128K Buy
+3,506
New +$131K ﹤0.01% 292
2023
Q1 		– Sell
-3,275
Closed -$113K – 661
2022
Q4 		$113K Buy
+3,275
New +$108K ﹤0.01% 296
2022
Q2 		– Sell
-1,163
Closed -$43K – 783
2022
Q1 		$43K Sell
1,163
-1,877
-62% -$67.1K ﹤0.01% 362
2021
Q4 		$106K Buy
+3,040
New +$104K ﹤0.01% 302

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Jones Financial Companies's IAU Position: Q2 2026 in Review

Jones Financial Companies increased its iShares Gold Trust (IAU) stake by 13% in Q2 2026, buying an estimated $7.26M and bringing the position to 733,498 shares worth $56.2M. The position accounts for 0.02% of the portfolio, ranked #380.

Jones Financial Companies first reported a position in IAU in Q4 2021 and has held it in 15 quarters since. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Jones Financial Companies held 733,498 shares of iShares Gold Trust worth $56.2M as of Q2 2026.
  • Jones Financial Companies bought 85,520 iShares Gold Trust shares in Q2 2026, an estimated $7.26M.
  • iShares Gold Trust made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #380 holding.
  • Jones Financial Companies first reported a position in iShares Gold Trust in Q4 2021 and has held it in 15 quarters since.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.