West Financial Advisors, LLC

SEC CIK: 0001843684
Latest filing: Jul 8, 2026

SEC filings (opens in a new tab)

IAU holding history

iShares Gold Trust in every 13F filed by West Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IAU overview All 13F holders of IAU Full Q2 2026 holdings

Shares (Q4 2022): 0; Sold out in Q4 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2021

Holdings of IAU by West Financial Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2022	0	$0	0.0%	−146−100.0%	Sold out	Holders
Q3 2022	146	$5.00K	<0.1%	+146	New	Holders
Q1 2022	0	$0	0.0%	−1,577−100.0%	Sold out	Holders
Q4 2021	1,577	$55.0K	<0.1%	+1,577	New	Holders