Westfuller Advisors’s iShares Gold Trust IAU Stock Holding History

Westfuller 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
2025 Q4	–	Sell	-88	Closed	-$6.4K	–	792
2025 Q3	$6.4K	Buy	+88	New	+$5.74K	﹤0.01%	512

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Westfuller Advisors's IAU Position: Q4 2025 in Review

Westfuller Advisors sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 88 shares — an estimated $6.4K sold.

Westfuller Advisors first reported a position in IAU in Q3 2025 and held it in 1 quarter. The position peaked at $6.4K in Q3 2025. 1,922 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

Westfuller Advisors reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
Westfuller Advisors sold 88 iShares Gold Trust shares in Q4 2025, an estimated $6.4K.
Westfuller Advisors first reported a position in iShares Gold Trust in Q3 2025 and held it in 1 quarter.
Westfuller Advisors's iShares Gold Trust position peaked at $6.4K in Q3 2025.
1,922 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Westfuller Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.