SEC 13F Intelligence

Wespac Advisors, LLC / IAU*

Wespac Advisors, LLC’s Ishares Gold Tr Position

Does Wespac Advisors, LLC own Ishares Gold Tr (IAU*)? Yes — 23.8K shares worth $2M (+1.15% of its 13F portfolio) as of Q1 2026, down from 33.7K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
23.8K
% of Portfolio
+1.15%
Quarters Held
6
currently held

Position History IAU*

Reported value by quarter
Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202623.8K$2M+1.15%
Q4 202533.7K$3M+1.48%
Q3 202526.9K$2M+1.14%
Q2 202525.7K$2M+1.12%
Q1 202525.0K$1M+1.20%
Q4 202421.2K$1M+0.77%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wespac Advisors, LLC’s full portfolio or all institutional holders of IAU*.