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IAUIAU
21 quarters

Position history for Williams Jones Wealth Management, LLC.Williams Jones Wealth Management, LLC.'s holdings in ISHARES GOLD TRUST

Williams Jones Wealth Management, LLC. holds 605,714 shares of IAU (ISHARES GOLD TRUST), worth $45.7M as of 2026-Q2. The position was decreased (-7.7% shares). IAU represents 0.5% of Williams Jones Wealth Management, LLC.'s portfolio.

Current Value

$45.7M

Current Shares

605,714

Total Value Change

+$44.9M

Total Shares Change

+582,345

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
605,714
-7.7%
$45.7M0.5%$75.51
0
2026-Q1
Increased
656,355
+3.5%
$57.9M0.7%$88.16
43
2025-Q4
Increased
633,852
+4.8%
$51.4M0.6%$81.17
43
2025-Q3
Increased
604,705
+54.0%
$44M0.5%$72.77
58
2025-Q2
Increased
392,635
+53.1%
$24.5M0.3%$62.36
48
2025-Q1
Increased
256,434
+69.7%
$15.1M0.2%$58.96
50
2024-Q4
Increased
151,084
+73.0%
$7.5M0.1%$49.51
41
2024-Q3
Increased
87,306
+0.7%
$4.3M0.1%$49.70
27
2024-Q2
Increased
86,706
+181.3%
$3.8M0.0%$43.93
43
2024-Q1
Decreased
30,821
-4.7%
$1.3M0.0%$42.01
0
2023-Q4
Increased
32,346
+14.5%
$1.3M0.0%$39.03
29
2023-Q3
Unchanged
28,251
0.0%
$988,5020.0%$34.99
0
2023-Q2
Increased
28,251
+1.5%
$1M0.0%$36.39
25
2023-Q1
Increased
27,840
+2.1%
$1M0.0%$37.37
26
2022-Q4
Decreased
27,265
-6.0%
$943,0960.0%$34.59
0
2022-Q3
Increased
28,993
+1.8%
$914,0000.0%$31.53
25
2022-Q2
Decreased
28,475
-3.2%
$977,0000.0%$34.31
0
2022-Q1
Increased
29,430
+30.5%
$1.1M0.0%$36.83
32
2021-Q4
Decreased
22,556
-3.5%
$785,0000.0%$34.81
0
2021-Q3
Unchanged
23,369
0.0%
$781,0000.0%$33.41
0
2021-Q2
New
23,369
-
$788,0000.0%$33.71
34

Other major holders of IAU: BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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