Ownership history in JSF Financial, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which JSF Financial, LLC reported a position in ISHARES GOLD TR (IAU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 229,901 | -6,945 | -2.9% | 3.87% | $18.7M | $81.17 |
| 2025 Q3 | ADDED | 236,846 | +207,186 | +698.5% | 3.82% | $17.2M | $72.77 |
| 2025 Q2 | ADDED | 29,660 | +79 | +0.3% | 0.44% | $1.8M | $62.36 |
| 2025 Q1 | REDUCED | 29,581 | -4,348 | -12.8% | 0.46% | $1.7M | $58.96 |
| 2024 Q4 | REDUCED | 33,929 | -357,680 | -91.3% | 0.45% | $1.7M | $49.51 |
| 2024 Q3 | REDUCED | 391,609 | -11,457 | -2.8% | 5.68% | $19.5M | $49.70 |
| 2024 Q2 | REDUCED | 403,066 | -14,846 | -3.6% | 5.43% | $17.7M | $43.93 |
| 2024 Q1 | REDUCED | 417,912 | -5,469 | -1.3% | 5.50% | $17.6M | $42.01 |
| 2023 Q4 | ADDED | 423,381 | +3,724 | +0.9% | 5.73% | $16.5M | $39.03 |
| 2023 Q3 | ADDED | 419,657 | +5,286 | +1.3% | 5.69% | $14.7M | $34.99 |
As of 2025 Q4 — sorted by position size