SEC 13F Intelligence

Amj Financial Wealth Management / IAUUSD

Amj Financial Wealth Management’s Ishares Gold Trust Position

Does Amj Financial Wealth Management own Ishares Gold Trust (IAUUSD)? Not currently — the last reported position was 131.3K shares worth $2M in Q4 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q4 2020
Shares
131.3K
% of Portfolio
+1.22%
Quarters Held
5
position exited

Position History IAUUSD

Reported value by quarter
Q4 ’19: $241,000Q4 ’19Q1 ’20: $3MQ1 ’20Q2 ’20: $3MQ2 ’20Q3 ’20: $3MQ3 ’20Q4 ’20: $2MQ4 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2020131.3K$2M+1.22%
Q3 2020191.2K$3M+2.03%
Q2 2020194.6K$3M+2.25%
Q1 2020199.2K$3M+5.21%
Q4 201916.6K$241,000+0.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Amj Financial Wealth Management’s full portfolio or all institutional holders of IAUUSD.