Williams Jones Wealth Management, LLC.

Position in IAU — Ishares Gold Trust

CIK 1788587 New York, NY

Position in IAU

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$57,864,256

+$6,414,490 QoQ

Shares Held

656,355

+3.6% QoQ

Ownership

0.079%

of shares outstanding

% of Portfolio

0.77%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$57,864,256	656,355	+3.6%	Shares	Sole	2026-05-05
2025-12-31	$51,449,766	633,852	+4.8%	Shares	Sole	2026-02-13
2025-09-30	$44,004,382	604,705	+54.0%	Shares	Sole	2025-11-14
2025-06-30	$24,484,718	392,635	+53.1%	Shares	Sole	2025-08-14
2025-03-31	$15,119,348	256,434	+69.7%	Shares	Sole	2025-05-15
2024-12-31	$7,480,168	151,084	+73.1%	Shares	Sole	2025-02-14
2024-09-30	$4,339,108	87,306	+0.7%	Shares	Sole	2024-11-14
2024-06-30	$3,808,994	86,706	+181.3%	Shares	Sole	2024-08-05
2024-03-31	$1,294,790	30,821	-4.7%	Shares	Sole	2024-05-07
2023-12-31	$1,262,464	32,346	+14.5%	Shares	Sole	2024-02-14
2023-09-30	$988,502	28,251	0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,028,053	28,251	+1.5%	Shares	Sole	2023-08-14
2023-03-31	$1,040,380	27,840	+2.1%	Shares	Sole	2023-05-15
2022-12-31	$943,096	27,265	-6.0%	Shares	Sole	2023-02-14
2022-09-30	$914,149	28,993	+1.8%	Shares	Sole	2022-11-14
2022-06-30	$976,977	28,475	-3.2%	Shares	Sole	2022-08-15
2022-03-31	$1,083,906	29,430	+30.5%	Shares	Sole	2022-05-16
2021-12-31	$785,174	22,556	-3.5%	Shares	Sole	2022-02-14
2021-09-30	$780,758	23,369	0.0%	Shares	Sole	2021-11-15
2021-06-30	$787,768	23,369	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.