Jones Financial Companies’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	$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