West Family Investments’s iShares Gold Trust IAU Stock Holding History

West Family Investments’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 Q1	$34.1M	Sell	384,343 -37,828	-9%	-$3.47M	11.94%	1
2025 Q4	$34.4M	Sell	422,171 -33,615	-7%	-$2.63M	8.08%	1
2025 Q3	$33.3M	Sell	455,786 -18	-0%	-$1.17K	7.44%	1
2025 Q2	$28.6M	Sell	455,804 -35,242	-7%	-$2.18M	7.45%	1
2025 Q1	$29.1M	Sell	491,046 -43,733	-8%	-$2.37M	10.95%	1
2024 Q4	$26.5M	Buy	534,779 +1,865	+0.3%	+$93.7K	9.23%	1
2024 Q3	$26.6M	Hold	532,914	–	–	9.06%	1
2024 Q2	$23.5M	Sell	532,914 -87,626	-14%	-$3.87M	7.05%	1
2024 Q1	$26.3M	Hold	620,540	–	–	8.15%	1
2023 Q4	$24.4M	Sell	620,540 -537	-0.1%	-$20.1K	8.26%	1
2023 Q3	$21.9M	Buy	+621,077	New	+$22.7M	7.64%	1
2023 Q2	–	Sell	-621,118	Closed	-$23.4M	–	245
2023 Q1	$23.4M	Sell	621,118 -20	-0%	-$718	9.26%	1
2022 Q4	$21.7M	Buy	+621,138	New	+$20.4M	7.39%	2
2022 Q1	–	Sell	-617,593	Closed	-$21.5M	–	318
2021 Q4	$21.5M	Sell	617,593 -170,081	-22%	-$5.81M	5.86%	2
2021 Q3	$20.6M	Buy	+787,674	New	+$26.8M	5.34%	2

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

West Family Investments's IAU Position: Q1 2026 in Review

West Family Investments reduced its iShares Gold Trust (IAU) stake by 9% in Q1 2026, selling an estimated $3.47M and leaving 384,343 shares worth $34.1M. The position accounts for 11.94% of the portfolio, ranked #1.

West Family Investments first reported a position in IAU in Q3 2021 and has held it in 15 quarters since. The position peaked at $34.4M in Q4 2025. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

West Family Investments held 384,343 shares of iShares Gold Trust worth $34.1M as of Q1 2026.
West Family Investments sold 37,828 iShares Gold Trust shares in Q1 2026, an estimated $3.47M.
iShares Gold Trust made up 11.94% of West Family Investments's portfolio in Q1 2026, its #1 holding.
West Family Investments first reported a position in iShares Gold Trust in Q3 2021 and has held it in 15 quarters since.
West Family Investments's iShares Gold Trust position peaked at $34.4M in Q4 2025.
1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.