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W Advisors LLC’s iShares Gold Trust IAU Stock Holding History

W Advisors LLC’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
Q1 		$579K Sell
6,572
-4,559
-41% -$418K 0.3% 73
2025
Q4 		$904K Buy
11,131
+1,187
+12% +$92.8K 0.45% 50
2025
Q3 		$724K Buy
9,944
+2,056
+26% +$134K 0.38% 61
2025
Q2 		$492K Sell
7,888
-829
-10% -$51.4K 0.28% 72
2025
Q1 		$514K Buy
8,717
+4,106
+89% +$222K 0.32% 70
2024
Q4 		$228K Buy
+4,611
New +$232K 0.14% 105

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

W Advisors LLC's IAU Position: Q1 2026 in Review

W Advisors LLC reduced its iShares Gold Trust (IAU) stake by 41% in Q1 2026, selling an estimated $418K and leaving 6,572 shares worth $579K. The position accounts for 0.3% of the portfolio, ranked #73.

W Advisors LLC first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. The position peaked at $904K in Q4 2025. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • W Advisors LLC held 6,572 shares of iShares Gold Trust worth $579K as of Q1 2026.
  • W Advisors LLC sold 4,559 iShares Gold Trust shares in Q1 2026, an estimated $418K.
  • iShares Gold Trust made up 0.3% of W Advisors LLC's portfolio in Q1 2026, its #73 holding.
  • W Advisors LLC first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • W Advisors LLC's iShares Gold Trust position peaked at $904K in Q4 2025.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.