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WESPAC Advisors SoCal’s iShares Gold Trust IAU Stock Holding History

WESPAC Advisors SoCal’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 		$5.75M Buy
76,119
+16,995
+29% +$1.44M 1.03% 34
2026
Q1 		$5.21M Buy
59,124
+53,127
+886% +$4.87M 1.11% 31
2025
Q4 		$487K Sell
5,997
-186
-3% -$14.5K 0.1% 87
2025
Q3 		$450K Sell
6,183
-394
-6% -$25.7K 0.09% 89
2025
Q2 		$410K Sell
6,577
-100
-1% -$6.2K 0.09% 86
2025
Q1 		$394K Sell
6,677
-70
-1% -$3.79K 0.1% 83
2024
Q4 		$334K Buy
6,747
+1,119
+20% +$56.2K 0.08% 84
2024
Q3 		$280K Buy
+5,628
New +$263K 0.06% 88
2021
Q2 		– Sell
-150,102
Closed -$4.88M – 86
2021
Q1 		$4.88M Sell
150,102
-421,198
-74% -$14.4M 1.91% 23
2020
Q4 		$20.7M Buy
571,300
+177,737
+45% +$6.36M 8.22% 1
2020
Q3 		$14.5M Buy
393,563
+23,088
+6% +$843K 6.9% 2
2020
Q2 		$12.7M Sell
370,475
-12,400
-3% -$406K 5.89% 1
2020
Q1 		$12.3M Sell
382,875
-20,000
-5% -$605K 6.82% 1
2019
Q4 		$11.7M Buy
402,875
+10,425
+3% +$296K 5.55% 2
2019
Q3 		$11.1M Buy
392,450
+372,400
+1,857% +$10.5M 5.47% 2
2019
Q2 		$541K Hold
20,050
– – 0.29% 54
2019
Q1 		$496K Buy
+20,050
New +$501K 0.27% 53
2018
Q4 		– Hold
0
– – – 51
2018
Q3 		– Sell
-16,125
Closed -$375K – 63
2018
Q2 		$387K Buy
16,125
+2,275
+16% +$57K 0.22% 60
2018
Q1 		$352K Sell
13,850
-213
-2% -$5.44K 0.2% 60
2017
Q4 		$351K Buy
14,063
+675
+5% +$16.6K 0.2% 58
2017
Q3 		$329K Sell
13,388
-300
-2% -$7.38K 0.2% 64
2017
Q2 		$326K Sell
13,688
-712
-5% -$17.2K 0.21% 61
2017
Q1 		$346K Buy
14,400
+3,787
+36% +$89K 0.21% 62
2016
Q4 		$235K Sell
10,613
-21,637
-67% -$507K 0.15% 77
2016
Q3 		$819K Buy
32,250
+9,862
+44% +$254K 0.55% 36
2016
Q2 		$571K Buy
22,388
+488
+2% +$11.9K 0.37% 44
2016
Q1 		$520K Buy
+21,900
New +$501K 0.38% 43

Other funds holding IAU

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
GG
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
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WESPAC Advisors SoCal's IAU Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its iShares Gold Trust (IAU) stake by 29% in Q2 2026, buying an estimated $1.44M and bringing the position to 76,119 shares worth $5.75M. The position accounts for 1.03% of the portfolio, ranked #34.

WESPAC Advisors SoCal first reported a position in IAU in Q1 2016 and has held it in 27 quarters since. The position peaked at $20.7M in Q4 2020. 402 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • WESPAC Advisors SoCal held 76,119 shares of iShares Gold Trust worth $5.75M as of Q2 2026.
  • WESPAC Advisors SoCal bought 16,995 iShares Gold Trust shares in Q2 2026, an estimated $1.44M.
  • iShares Gold Trust made up 1.03% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #34 holding.
  • WESPAC Advisors SoCal first reported a position in iShares Gold Trust in Q1 2016 and has held it in 27 quarters since.
  • WESPAC Advisors SoCal's iShares Gold Trust position peaked at $20.7M in Q4 2020.
  • 402 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.