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IAU
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
656,355
+3.5%
$57.9M0.7%$95.92
43
2025-Q4
Increased
633,852
+4.8%
$51.4M0.6%$81.71
43
2025-Q3
Increased
604,705
+54.0%
$44M0.5%$72.16
58
2025-Q2
Increased
392,635
+53.1%
$24.5M0.3%$61.65
48
2025-Q1
Increased
256,434
+69.7%
$15.1M0.2%$58.13
50
2024-Q4
Increased
151,084
+73.0%
$7.5M0.1%$49.22
41
2024-Q3
Increased
87,306
+0.7%
$4.3M0.1%$50.09
27
2024-Q2
Increased
86,706
+181.3%
$3.8M0.0%$43.93
43

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

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