iShares Gold Trust shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in iShares Gold Trust
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Quarterly reported holdings in iShares Gold Trust by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 14k | 72.77 |
| 2025-06-30 | $811k | 13k | 62.36 |
| 2025-03-31 | $914k | 16k | 58.96 |
| 2024-12-31 | $191k | 3.9k | 49.51 |
| 2024-09-30 | $192k | 3.9k | 49.70 |
| 2024-06-30 | $104k | 2.4k | 43.93 |
| 2024-03-31 | $108k | 2.6k | 42.01 |
| 2023-12-31 | $84k | 2.1k | 39.03 |
| 2023-09-30 | $75k | 2.1k | 34.99 |
| 2023-06-30 | $78k | 2.1k | 36.39 |
| 2023-03-31 | $80k | 2.1k | 37.37 |
| 2022-12-31 | $74k | 2.1k | 34.59 |
| 2022-09-30 | $5.0k | 166 | 30.12 |
| 2022-06-30 | $6.0k | 166 | 36.14 |
| 2022-03-31 | $6.0k | 166 | 36.14 |