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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
Q2 		– Sell
-384,343
Closed -$34.1M – 477
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
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 22.9% 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

West Family Investments's IAU Position: Q2 2026 in Review

West Family Investments sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 384,343 shares — an estimated $34.1M sold.

West Family Investments first reported a position in IAU in Q3 2021 and held it in 15 quarters. The position peaked at $34.4M in Q4 2025. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • West Family Investments reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • West Family Investments sold 384,343 iShares Gold Trust shares in Q2 2026, an estimated $34.1M.
  • West Family Investments first reported a position in iShares Gold Trust in Q3 2021 and held it in 15 quarters.
  • West Family Investments's iShares Gold Trust position peaked at $34.4M in Q4 2025.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.