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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
Q2 		$421K Sell
5,573
-999
-15% -$84.8K 0.19% 101
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

W Advisors LLC's IAU Position: Q2 2026 in Review

W Advisors LLC reduced its iShares Gold Trust (IAU) stake by 15% in Q2 2026, selling an estimated $84.8K and leaving 5,573 shares worth $421K. The position accounts for 0.19% of the portfolio, ranked #101.

W Advisors LLC first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $904K in Q4 2025. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • W Advisors LLC held 5,573 shares of iShares Gold Trust worth $421K as of Q2 2026.
  • W Advisors LLC sold 999 iShares Gold Trust shares in Q2 2026, an estimated $84.8K.
  • iShares Gold Trust made up 0.19% of W Advisors LLC's portfolio in Q2 2026, its #101 holding.
  • W Advisors LLC first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • W Advisors LLC's iShares Gold Trust position peaked at $904K in Q4 2025.
  • 1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.