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Jackson Wealth Management, LLC

SEC CIK
0001536799
Latest filing
Aug 20, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Jackson Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IAU overviewAll 13F holders of IAUFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2025
Holdings of IAU by Jackson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−3,480−100.0%Sold outHolders
Q1 20263,480$307.0K<0.1%+757+27.8%AddedHolders
Q4 20252,723$221.0K<0.1%−468−14.7%ReducedHolders
Q3 20253,191$232.0K<0.1%−640−16.7%ReducedHolders
Q2 20253,831$239.0K<0.1%+3,831NewHolders