MWM
IAUF

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

Mission 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
2024
Q2 		– Sell
-23,101
Closed -$1.35M – 743
2024
Q1 		$1.35M Buy
+23,101
New +$1.26M 0.04% 231

Other funds holding IAUF

VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LMKC
L.M. Kohn & Company Cincinnati, Ohio $83.2M AUM 19.1% 1-Year Est. Return
WC
Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

Mission Wealth Management's IAUF Position: Q2 2024 in Review

Mission Wealth Management sold out of iShares Gold Strategy ETF (IAUF) in Q2 2024, closing a stake of 23,101 shares — an estimated $1.35M sold.

Mission Wealth Management first reported a position in IAUF in Q1 2024 and held it in 1 quarter. The position peaked at $1.35M in Q1 2024. 17 funds tracked by Wall St. Rank hold IAUF as of Q2 2024.

  • Mission Wealth Management reported no remaining iShares Gold Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • Mission Wealth Management sold 23,101 iShares Gold Strategy ETF shares in Q2 2024, an estimated $1.35M.
  • Mission Wealth Management first reported a position in iShares Gold Strategy ETF in Q1 2024 and held it in 1 quarter.
  • Mission Wealth Management's iShares Gold Strategy ETF position peaked at $1.35M in Q1 2024.
  • 17 funds tracked by Wall St. Rank held iShares Gold Strategy ETF as of Q2 2024.

Based on Mission Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.