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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

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

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. 1,909 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.
  • 1,909 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.