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West Oak Capital’s iShares Gold Trust IAU Stock Holding History

West Oak Capital’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
2024
Q4 		– Sell
-207
Closed -$103 – 309
2024
Q3 		$103 Hold
207
– – ﹤0.01% 245
2024
Q2 		$9.09K Hold
207
– – ﹤0.01% 259
2024
Q1 		$9K Hold
207
– – ﹤0.01% 253
2023
Q4 		$8K Buy
+207
New +$7.75K ﹤0.01% 257

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

West Oak Capital's IAU Position: Q4 2024 in Review

West Oak Capital sold out of iShares Gold Trust (IAU) in Q4 2024, closing a stake of 207 shares — an estimated $103 sold.

West Oak Capital first reported a position in IAU in Q4 2023 and held it in 4 quarters. The position peaked at $9.09K in Q2 2024. 1,410 funds tracked by Wall St. Rank hold IAU as of Q4 2024.

  • West Oak Capital reported no remaining iShares Gold Trust position as of Q4 2024 after selling out during the quarter.
  • West Oak Capital sold 207 iShares Gold Trust shares in Q4 2024, an estimated $103.
  • West Oak Capital first reported a position in iShares Gold Trust in Q4 2023 and held it in 4 quarters.
  • West Oak Capital's iShares Gold Trust position peaked at $9.09K in Q2 2024.
  • 1,410 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2024.

Based on West Oak Capital's 13F filing for Q4 2024, filed 10 Jan 2025.