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Western Wealth Management’s iShares Gold Trust IAU Stock Holding History

Western Wealth Management’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 		$1.71M Buy
63,089
+18,133
+40% +$1.66M 0.07% 306
2025
Q4 		$3.65M Buy
44,956
+5,686
+14% +$445K 0.17% 110
2025
Q3 		$2.86M Buy
39,270
+4,848
+14% +$316K 0.15% 135
2025
Q2 		$2.15M Buy
34,422
+2,744
+9% +$170K 0.13% 158
2025
Q1 		$1.87M Buy
31,678
+3,731
+13% +$202K 0.12% 164
2024
Q4 		$1.38M Sell
27,947
-3,897
-12% -$196K 0.09% 198
2024
Q3 		$1.58M Buy
31,844
+15,379
+93% +$720K 0.09% 226
2024
Q2 		$723K Buy
16,465
+2,943
+22% +$130K 0.05% 286
2024
Q1 		$568K Sell
13,522
-10,399
-43% -$408K 0.04% 339
2023
Q4 		$934K Buy
23,921
+7,930
+50% +$297K 0.07% 289
2023
Q3 		$560K Sell
15,991
-1,156
-7% -$42.2K 0.05% 366
2023
Q2 		$624K Sell
17,147
-1,625
-9% -$60.9K 0.05% 331
2023
Q1 		$702K Buy
18,772
+6
+0% +$215 0.07% 292
2022
Q4 		$649K Sell
18,766
-21,306
-53% -$700K 0.07% 303
2022
Q3 		$1.26M Buy
40,072
+5,216
+15% +$171K 0.07% 260
2022
Q2 		$1.2M Buy
+34,856
New +$1.24M 0.07% 266
2022
Q1 		– Sell
-14,939
Closed -$520K – 838
2021
Q4 		$520K Buy
+14,939
New +$511K 0.05% 317
2021
Q2 		$448K Buy
13,282
+2,222
+20% +$76.8K 0.05% 384
2021
Q1 		$360K Sell
11,060
-291
-3% -$9.94K 0.05% 365
2020
Q4 		$412K Sell
11,351
-17,943
-61% -$642K 0.06% 291
2020
Q3 		$1.05M Buy
29,294
+6,756
+30% +$247K 0.17% 133
2020
Q2 		$766K Buy
22,538
+393
+2% +$12.9K 0.14% 166
2020
Q1 		$667K Buy
22,145
+1,819
+9% +$55K 0.15% 146
2019
Q4 		$589K Sell
20,326
-8,339
-29% -$237K 0.09% 214
2019
Q3 		$805K Buy
28,665
+12,628
+79% +$356K 0.17% 137
2019
Q2 		$435K Buy
16,037
+8,885
+124% +$223K 0.06% 246
2019
Q1 		$178K Buy
7,152
+197
+3% +$4.92K 0.04% 369
2018
Q4 		$172K Buy
+6,955
New +$164K 0.05% 337

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Western Wealth Management's IAU Position: Q1 2026 in Review

Western Wealth Management increased its iShares Gold Trust (IAU) stake by 40% in Q1 2026, buying an estimated $1.66M and bringing the position to 63,089 shares worth $1.71M. The position accounts for 0.07% of the portfolio, ranked #306.

Western Wealth Management first reported a position in IAU in Q4 2018 and has held it in 28 quarters since. The position peaked at $3.65M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Western Wealth Management held 63,089 shares of iShares Gold Trust worth $1.71M as of Q1 2026.
  • Western Wealth Management bought 18,133 iShares Gold Trust shares in Q1 2026, an estimated $1.66M.
  • iShares Gold Trust made up 0.07% of Western Wealth Management's portfolio in Q1 2026, its #306 holding.
  • Western Wealth Management first reported a position in iShares Gold Trust in Q4 2018 and has held it in 28 quarters since.
  • Western Wealth Management's iShares Gold Trust position peaked at $3.65M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.