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JSF Financial’s iShares Gold Trust IAU Stock Holding History

JSF Financial’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
Q1 		$19M Sell
215,168
-14,733
-6% -$1.35M 3.72% 8
2025
Q4 		$18.7M Sell
229,901
-6,945
-3% -$543K 3.87% 9
2025
Q3 		$17.2M Buy
236,846
+207,186
+699% +$13.5M 3.82% 8
2025
Q2 		$1.85M Buy
29,660
+79
+0.3% +$4.89K 0.44% 33
2025
Q1 		$1.74M Sell
29,581
-4,348
-13% -$235K 0.46% 35
2024
Q4 		$1.68M Sell
33,929
-357,680
-91% -$18M 0.45% 37
2024
Q3 		$19.5M Sell
391,609
-11,457
-3% -$536K 5.68% 4
2024
Q2 		$17.7M Sell
403,066
-14,846
-4% -$656K 5.43% 4
2024
Q1 		$17.6M Sell
417,912
-5,469
-1% -$214K 5.5% 5
2023
Q4 		$16.5M Buy
423,381
+3,724
+0.9% +$139K 5.73% 4
2023
Q3 		$14.7M Buy
419,657
+5,286
+1% +$193K 5.69% 4
2023
Q2 		$15.1M Buy
414,371
+284,087
+218% +$10.6M 5.33% 3
2023
Q1 		$4.87M Buy
+130,284
New +$4.68M 1.82% 16

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JSF Financial's IAU Position: Q1 2026 in Review

JSF Financial reduced its iShares Gold Trust (IAU) stake by 6.4% in Q1 2026, selling an estimated $1.35M and leaving 215,168 shares worth $19M. The position accounts for 3.72% of the portfolio, ranked #8.

JSF Financial first reported a position in IAU in Q1 2023 and has held it in 13 quarters since. The position peaked at $19.5M in Q3 2024. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • JSF Financial held 215,168 shares of iShares Gold Trust worth $19M as of Q1 2026.
  • JSF Financial sold 14,733 iShares Gold Trust shares in Q1 2026, an estimated $1.35M.
  • iShares Gold Trust made up 3.72% of JSF Financial's portfolio in Q1 2026, its #8 holding.
  • JSF Financial first reported a position in iShares Gold Trust in Q1 2023 and has held it in 13 quarters since.
  • JSF Financial's iShares Gold Trust position peaked at $19.5M in Q3 2024.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on JSF Financial's 13F filing for Q1 2026, filed 7 May 2026.