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Westover Capital Advisors’s iShares Gold Trust IAU Stock Holding History

Westover Capital 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
Q2 		$4.75M Buy
62,895
+890
+1% +$75.5K 0.79% 36
2026
Q1 		$5.47M Sell
62,005
-1,119
-2% -$103K 1.01% 28
2025
Q4 		$5.12M Buy
63,124
+901
+1% +$70.5K 0.93% 28
2025
Q3 		$4.53M Sell
62,223
-971
-2% -$63.3K 0.84% 31
2025
Q2 		$3.94M Buy
63,194
+9,396
+17% +$582K 0.79% 35
2025
Q1 		$3.17M Buy
53,798
+3,760
+8% +$203K 0.7% 39
2024
Q4 		$2.48M Sell
50,038
-36,238
-42% -$1.82M 0.55% 43
2024
Q3 		$4.29M Buy
86,276
+54,134
+168% +$2.53M 0.82% 28
2024
Q2 		$1.41M Buy
32,142
+1,308
+4% +$57.8K 0.36% 68
2024
Q1 		$1.3M Buy
30,834
+9,209
+43% +$361K 0.38% 70
2023
Q4 		$844K Buy
21,625
+13,391
+163% +$501K 0.27% 86
2023
Q3 		$288K Sell
8,234
-570
-6% -$20.8K 0.1% 140
2023
Q2 		$320K Buy
8,804
+800
+10% +$30K 0.11% 133
2023
Q1 		$299K Buy
+8,004
New +$287K 0.11% 135

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Westover Capital Advisors's IAU Position: Q2 2026 in Review

Westover Capital Advisors increased its iShares Gold Trust (IAU) stake by 1.4% in Q2 2026, buying an estimated $75.5K and bringing the position to 62,895 shares worth $4.75M. The position accounts for 0.79% of the portfolio, ranked #36.

Westover Capital Advisors first reported a position in IAU in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.47M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Westover Capital Advisors held 62,895 shares of iShares Gold Trust worth $4.75M as of Q2 2026.
  • Westover Capital Advisors bought 890 iShares Gold Trust shares in Q2 2026, an estimated $75.5K.
  • iShares Gold Trust made up 0.79% of Westover Capital Advisors's portfolio in Q2 2026, its #36 holding.
  • Westover Capital Advisors first reported a position in iShares Gold Trust in Q1 2023 and has held it in 14 quarters since.
  • Westover Capital Advisors's iShares Gold Trust position peaked at $5.47M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.