CAPTRUST Financial Advisors
IAUF

CAPTRUST Financial Advisors’s iShares Gold Strategy ETF IAUF Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q3 		– Sell
-1,772
Closed -$97K – 4269
2022
Q2 		$97K Hold
1,772
– – ﹤0.01% 2211
2022
Q1 		$105K Hold
1,772
– – ﹤0.01% 2233
2021
Q4 		$99K Buy
+1,772
New +$97.3K ﹤0.01% 2177

Other funds holding IAUF

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

CAPTRUST Financial Advisors's IAUF Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of iShares Gold Strategy ETF (IAUF) in Q3 2022, closing a stake of 1,772 shares — an estimated $97K sold.

CAPTRUST Financial Advisors first reported a position in IAUF in Q4 2021 and held it in 3 quarters. The position peaked at $105K in Q1 2022. 11 funds tracked by Wall St. Rank hold IAUF as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining iShares Gold Strategy ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 1,772 iShares Gold Strategy ETF shares in Q3 2022, an estimated $97K.
  • CAPTRUST Financial Advisors first reported a position in iShares Gold Strategy ETF in Q4 2021 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's iShares Gold Strategy ETF position peaked at $105K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held iShares Gold Strategy ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.