Position history for Williams Jones Wealth Management, LLC.'s holdings in ISHARES GOLD TR
Williams Jones Wealth Management, LLC. holds 656,355 shares of IAU (ISHARES GOLD TR), worth $57.9M as of 2026-Q1. The position was increased (+3.5% shares). IAU represents 0.7% of Williams Jones Wealth Management, LLC.'s portfolio.
Current Value
$57.9M
Current Shares
656,355
Total Value Change
+$54.1M
Total Shares Change
+569,649
Other major holders of IAU: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
Increased |
| 656,355 |
+3.5% |
| $57.9M |
| 0.7% |
| $95.92 |
43 |
| 2025-Q4 | Increased | 633,852 | +4.8% | $51.4M | 0.6% | $81.71 | 43 |
| 2025-Q3 | Increased | 604,705 | +54.0% | $44M | 0.5% | $72.16 | 58 |
| 2025-Q2 | Increased | 392,635 | +53.1% | $24.5M | 0.3% | $61.65 | 48 |
| 2025-Q1 | Increased | 256,434 | +69.7% | $15.1M | 0.2% | $58.13 | 50 |
| 2024-Q4 | Increased | 151,084 | +73.0% | $7.5M | 0.1% | $49.22 | 41 |
| 2024-Q3 | Increased | 87,306 | +0.7% | $4.3M | 0.1% | $50.09 | 27 |
| 2024-Q2 | Increased | 86,706 | +181.3% | $3.8M | 0.0% | $43.93 | 43 |