Wescott Financial Advisory Group’s iShares Gold Trust IAU Stock Holding History

Wescott Financial Advisory Group’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	$1.04M	Sell	13,788 -218	-2%	-$18.5K	0.08%	102
2026 Q1	$1.23M	Hold	14,006	–	–	0.11%	86
2025 Q4	$1.14M	Hold	14,006	–	–	0.1%	91
2025 Q3	$1.02M	Hold	14,006	–	–	0.09%	93
2025 Q2	$873K	Buy	14,006 +1,209	+9%	+$74.9K	0.08%	95
2025 Q1	$755K	Sell	12,797 -3,450	-21%	-$187K	0.08%	93
2024 Q4	$804K	Hold	16,247	–	–	0.08%	94
2024 Q3	$807K	Sell	16,247 -436	-3%	-$20.4K	0.09%	89
2024 Q2	$733K	Hold	16,683	–	–	0.09%	93
2024 Q1	$701K	Sell	16,683 -595	-3%	-$23.3K	0.09%	90
2023 Q4	$674K	Hold	17,278	–	–	0.09%	85
2023 Q3	$605K	Sell	17,278 -203	-1%	-$7.41K	0.11%	85
2023 Q2	$636K	Hold	17,481	–	–	0.11%	84
2023 Q1	$653K	Hold	17,481	–	–	0.14%	78
2022 Q4	$605K	Hold	17,481	–	–	0.13%	82
2022 Q3	$551K	Buy	17,481 +3,940	+29%	+$129K	0.15%	79
2022 Q2	$465K	Hold	13,541	–	–	0.13%	85
2022 Q1	$499K	Hold	13,541	–	–	0.13%	82
2021 Q4	$471K	Hold	13,541	–	–	0.24%	41
2021 Q3	$452K	Hold	13,541	–	–	0.26%	44
2021 Q2	$466K	Sell	13,541 -1	-0%	-$35	0.27%	40
2021 Q1	$440K	Hold	13,542	–	–	0.29%	37
2020 Q4	$491K	Buy	+13,542	New	+$485K	0.34%	30

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wescott Financial Advisory Group's IAU Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its iShares Gold Trust (IAU) stake by 1.6% in Q2 2026, selling an estimated $18.5K and leaving 13,788 shares worth $1.04M. The position accounts for 0.08% of the portfolio, ranked #102.

Wescott Financial Advisory Group first reported a position in IAU in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.23M in Q1 2026. 1,911 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Wescott Financial Advisory Group held 13,788 shares of iShares Gold Trust worth $1.04M as of Q2 2026.
Wescott Financial Advisory Group sold 218 iShares Gold Trust shares in Q2 2026, an estimated $18.5K.
iShares Gold Trust made up 0.08% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #102 holding.
Wescott Financial Advisory Group first reported a position in iShares Gold Trust in Q4 2020 and has held it in 23 quarters since.
Wescott Financial Advisory Group's iShares Gold Trust position peaked at $1.23M in Q1 2026.
1,911 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.