WESPAC Advisors’s iShares Gold Trust IAU Stock Holding History

WESPAC Advisors’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	$1.22M	Sell	16,107 -7,719	-32%	-$655K	0.59%	44
2026 Q1	$2.1M	Sell	23,826 -9,830	-29%	-$902K	1.15%	19
2025 Q4	$2.73M	Buy	33,656 +6,782	+25%	+$530K	1.48%	16
2025 Q3	$1.96M	Buy	26,874 +1,188	+5%	+$77.5K	1.14%	19
2025 Q2	$1.6M	Buy	25,686 +656	+3%	+$40.6K	1.12%	16
2025 Q1	$1.48M	Buy	25,030 +3,878	+18%	+$210K	1.2%	17
2024 Q4	$1.05M	Buy	+21,152	New	+$1.06M	0.77%	36
2021 Q1	–	Sell	-7,153	Closed	-$259K	–	171
2020 Q4	$259K	Buy	7,153 +1,590	+29%	+$56.9K	0.2%	118
2020 Q3	$200K	Buy	+5,563	New	+$203K	0.25%	86
2016 Q3	–	Sell	-5,466	Closed	-$139K	–	110
2016 Q2	$139K	Buy	+5,466	New	+$133K	0.14%	104

Other funds holding IAU

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WESPAC Advisors's IAU Position: Q2 2026 in Review

WESPAC Advisors reduced its iShares Gold Trust (IAU) stake by 32% in Q2 2026, selling an estimated $655K and leaving 16,107 shares worth $1.22M. The position accounts for 0.59% of the portfolio, ranked #44.

WESPAC Advisors first reported a position in IAU in Q2 2016 and has held it in 10 quarters since. The position peaked at $2.73M in Q4 2025. 1,393 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

WESPAC Advisors held 16,107 shares of iShares Gold Trust worth $1.22M as of Q2 2026.
WESPAC Advisors sold 7,719 iShares Gold Trust shares in Q2 2026, an estimated $655K.
iShares Gold Trust made up 0.59% of WESPAC Advisors's portfolio in Q2 2026, its #44 holding.
WESPAC Advisors first reported a position in iShares Gold Trust in Q2 2016 and has held it in 10 quarters since.
WESPAC Advisors's iShares Gold Trust position peaked at $2.73M in Q4 2025.
1,393 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.