Westshore Wealth’s iShares Gold Trust IAU Stock Holding History

Westshore Wealth’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
2023 Q3	–	Sell	-7,300	Closed	-$266K	–	100
2023 Q2	$266K	Buy	+7,300	New	+$274K	0.14%	79
2022 Q1	–	Sell	-10,700	Closed	-$372K	–	98
2021 Q4	$372K	Buy	+10,700	New	+$366K	0.25%	52

Other funds holding IAU

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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Westshore Wealth's IAU Position: Q3 2023 in Review

Westshore Wealth sold out of iShares Gold Trust (IAU) in Q3 2023, closing a stake of 7,300 shares — an estimated $266K sold.

Westshore Wealth first reported a position in IAU in Q4 2021 and held it in 2 quarters. The position peaked at $372K in Q4 2021. 1,037 funds tracked by Wall St. Rank hold IAU as of Q3 2023.

Westshore Wealth reported no remaining iShares Gold Trust position as of Q3 2023 after selling out during the quarter.
Westshore Wealth sold 7,300 iShares Gold Trust shares in Q3 2023, an estimated $266K.
Westshore Wealth first reported a position in iShares Gold Trust in Q4 2021 and held it in 2 quarters.
Westshore Wealth's iShares Gold Trust position peaked at $372K in Q4 2021.
1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2023.

Based on Westshore Wealth's 13F filing for Q3 2023, filed 15 Feb 2024.