Axxcess Wealth Management’s iShares Gold Strategy ETF IAUF Stock Holding History

Axxcess Wealth Management’s Portfolio IAUF Stock Details IAUF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-18,079	Closed	-$990K	–	697
2022 Q4	$990K	Buy	18,079 +1,009	+6%	+$52.9K	0.08%	224
2022 Q3	$861K	Sell	17,070 -41	-0.2%	-$2.15K	0.08%	210
2022 Q2	$940K	Buy	17,111 +1,655	+11%	+$94.2K	0.09%	197
2022 Q1	$912K	Buy	15,456 +104	+0.7%	+$5.96K	0.07%	237
2021 Q4	$857K	Buy	+15,352	New	+$843K	0.06%	243

Other funds holding IAUF

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

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

TCWA

Ten Capital Wealth Advisors Spokane, Washington $345M AUM 9.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Axxcess Wealth Management's IAUF Position: Q1 2023 in Review

Axxcess Wealth Management sold out of iShares Gold Strategy ETF (IAUF) in Q1 2023, closing a stake of 18,079 shares — an estimated $990K sold.

Axxcess Wealth Management first reported a position in IAUF in Q4 2021 and held it in 5 quarters. The position peaked at $990K in Q4 2022. 13 funds tracked by Wall St. Rank hold IAUF as of Q1 2023.

Axxcess Wealth Management reported no remaining iShares Gold Strategy ETF position as of Q1 2023 after selling out during the quarter.
Axxcess Wealth Management sold 18,079 iShares Gold Strategy ETF shares in Q1 2023, an estimated $990K.
Axxcess Wealth Management first reported a position in iShares Gold Strategy ETF in Q4 2021 and held it in 5 quarters.
Axxcess Wealth Management's iShares Gold Strategy ETF position peaked at $990K in Q4 2022.
13 funds tracked by Wall St. Rank held iShares Gold Strategy ETF as of Q1 2023.

Based on Axxcess Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.