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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
Q2 		$18.5M Buy
244,608
+29,440
+14% +$2.5M 2.92% 9
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 $1.55T 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 22.96% 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

JSF Financial's IAU Position: Q2 2026 in Review

JSF Financial increased its iShares Gold Trust (IAU) stake by 14% in Q2 2026, buying an estimated $2.5M and bringing the position to 244,608 shares worth $18.5M. The position accounts for 2.92% of the portfolio, ranked #9.

JSF Financial first reported a position in IAU in Q1 2023 and has held it in 14 quarters since. The position peaked at $19.5M in Q3 2024. 1,908 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • JSF Financial held 244,608 shares of iShares Gold Trust worth $18.5M as of Q2 2026.
  • JSF Financial bought 29,440 iShares Gold Trust shares in Q2 2026, an estimated $2.5M.
  • iShares Gold Trust made up 2.92% of JSF Financial's portfolio in Q2 2026, its #9 holding.
  • JSF Financial first reported a position in iShares Gold Trust in Q1 2023 and has held it in 14 quarters since.
  • JSF Financial's iShares Gold Trust position peaked at $19.5M in Q3 2024.
  • 1,908 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.