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JSF Financial, LLC

SEC CIK
0001802224
Latest filing
Jul 28, 2026

IAU holding history

iShares Gold Trust in every 13F filed by JSF Financial, 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)
244,608
Value
$18.5M
% of portfolio
3.0%
Quarters held
14
Since Q1 2023
Holdings of IAU by JSF Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026244,608$18.5M3.0%+29,440+13.7%AddedHolders
Q1 2026215,168$19.0M3.7%−14,733−6.4%ReducedHolders
Q4 2025229,901$18.7M3.9%−6,945−2.9%ReducedHolders
Q3 2025236,846$17.2M3.8%+207,186+698.5%AddedHolders
Q2 202529,660$1.85M0.4%+79+0.3%AddedHolders
Q1 202529,581$1.74M0.5%−4,348−12.8%ReducedHolders
Q4 202433,929$1.68M0.4%−357,680−91.3%ReducedHolders
Q3 2024391,609$19.5M5.7%−11,457−2.8%ReducedHolders
Q2 2024403,066$17.7M5.4%−14,846−3.6%ReducedHolders
Q1 2024417,912$17.6M5.5%−5,469−1.3%ReducedHolders
Q4 2023423,381$16.5M5.7%+3,724+0.9%AddedHolders
Q3 2023419,657$14.7M5.7%+5,286+1.3%AddedHolders
Q2 2023414,371$15.1M5.3%+284,087+218.1%AddedHolders
Q1 2023130,284$4.87M1.8%+130,284NewHolders