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West Financial Advisors’s iShares Gold Trust IAU Stock Holding History

West Financial 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
2022
Q4 		– Sell
-146
Closed -$5K – 181
2022
Q3 		$5K Buy
+146
New +$4.79K ﹤0.01% 149
2022
Q1 		– Sell
-1,577
Closed -$55K – 187
2021
Q4 		$55K Buy
+1,577
New +$53.9K 0.01% 104

Other funds holding IAU

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

West Financial Advisors's IAU Position: Q4 2022 in Review

West Financial Advisors sold out of iShares Gold Trust (IAU) in Q4 2022, closing a stake of 146 shares — an estimated $5K sold.

West Financial Advisors first reported a position in IAU in Q4 2021 and held it in 2 quarters. The position peaked at $55K in Q4 2021. 1,013 funds tracked by Wall St. Rank hold IAU as of Q4 2022.

  • West Financial Advisors reported no remaining iShares Gold Trust position as of Q4 2022 after selling out during the quarter.
  • West Financial Advisors sold 146 iShares Gold Trust shares in Q4 2022, an estimated $5K.
  • West Financial Advisors first reported a position in iShares Gold Trust in Q4 2021 and held it in 2 quarters.
  • West Financial Advisors's iShares Gold Trust position peaked at $55K in Q4 2021.
  • 1,013 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2022.

Based on West Financial Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.