Two West Capital Advisors’s iShares Gold Trust IAU Stock Holding History

Two West Capital Advisors’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$352K	Buy	4,670 +356	+8%	+$30.2K	0.17%	79
2026 Q1	$369K	Sell	4,314 -2,721	-39%	-$250K	0.2%	73
2025 Q4	$571K	Buy	7,035 +132	+2%	+$10.3K	0.33%	51
2025 Q3	$534K	Buy	6,903 +2,081	+43%	+$136K	0.32%	54
2025 Q2	$303K	Buy	4,822 +1,368	+40%	+$84.8K	0.2%	68
2025 Q1	$211K	Buy	+3,454	New	+$187K	0.18%	72

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

NCM

Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Two West Capital Advisors's IAU Position: Q2 2026 in Review

Two West Capital Advisors increased its iShares Gold Trust (IAU) stake by 8.3% in Q2 2026, buying an estimated $30.2K and bringing the position to 4,670 shares worth $352K. The position accounts for 0.17% of the portfolio, ranked #79.

Two West Capital Advisors first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $571K in Q4 2025. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Two West Capital Advisors held 4,670 shares of iShares Gold Trust worth $352K as of Q2 2026.
Two West Capital Advisors bought 356 iShares Gold Trust shares in Q2 2026, an estimated $30.2K.
iShares Gold Trust made up 0.17% of Two West Capital Advisors's portfolio in Q2 2026, its #79 holding.
Two West Capital Advisors first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
Two West Capital Advisors's iShares Gold Trust position peaked at $571K in Q4 2025.
668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Two West Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.