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

WestHill 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
2026
Q1 		– Sell
-3,044
Closed -$247K – 80
2025
Q4 		$247K Buy
+3,044
New +$238K 0.05% 70

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WestHill Financial Advisors's IAU Position: Q1 2026 in Review

WestHill Financial Advisors sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 3,044 shares — an estimated $247K sold.

WestHill Financial Advisors first reported a position in IAU in Q4 2025 and held it in 1 quarter. The position peaked at $247K in Q4 2025. 1,978 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • WestHill Financial Advisors reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • WestHill Financial Advisors sold 3,044 iShares Gold Trust shares in Q1 2026, an estimated $247K.
  • WestHill Financial Advisors first reported a position in iShares Gold Trust in Q4 2025 and held it in 1 quarter.
  • WestHill Financial Advisors's iShares Gold Trust position peaked at $247K in Q4 2025.
  • 1,978 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on WestHill Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.