West Wealth Group’s iShares Gold Trust IAU Stock Holding History

West Wealth Group’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 Q3	$2.94M	Buy	37,631 +5,210	+16%	+$418K	0.46%	26
2026 Q2	$2.45M	Buy	32,421 +3,672	+13%	+$312K	0.4%	28
2026 Q1	$2.53M	Sell	28,749 -46,865	-62%	-$4.3M	0.5%	27
2025 Q4	$6.14M	Buy	75,614 +6,045	+9%	+$473K	1.27%	18
2025 Q3	$5.52M	Buy	69,569 +17,821	+34%	+$1.16M	1.24%	19
2025 Q2	$3.29M	Buy	51,748 +2,418	+5%	+$150K	0.82%	22
2025 Q1	$2.9M	Buy	49,330 +32,093	+186%	+$1.74M	0.86%	23
2024 Q4	$853K	Buy	+17,237	New	+$866K	0.25%	33

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

West Wealth Group's IAU Position: Q3 2026 in Review

West Wealth Group increased its iShares Gold Trust (IAU) stake by 16% in Q3 2026, buying an estimated $418K and bringing the position to 37,631 shares worth $2.94M. The position accounts for 0.46% of the portfolio, ranked #26.

West Wealth Group first reported a position in IAU in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.14M in Q4 2025. 901 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

West Wealth Group held 37,631 shares of iShares Gold Trust worth $2.94M as of Q3 2026.
West Wealth Group bought 5,210 iShares Gold Trust shares in Q3 2026, an estimated $418K.
iShares Gold Trust made up 0.46% of West Wealth Group's portfolio in Q3 2026, its #26 holding.
West Wealth Group first reported a position in iShares Gold Trust in Q4 2024 and has held it in 8 quarters since.
West Wealth Group's iShares Gold Trust position peaked at $6.14M in Q4 2025.
901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.