OAM
IAUF

Occidental Asset Management’s iShares Gold Strategy ETF IAUF Stock Holding History

Occidental Asset 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
2022
Q2 		– Sell
-5,978
Closed -$353K – 201
2022
Q1 		$353K Buy
+5,978
New +$343K 0.09% 147

Other funds holding IAUF

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RE
RBC Europe London, United Kingdom $2.08B AUM 12.2% 1-Year Est. Return

Occidental Asset Management's IAUF Position: Q2 2022 in Review

Occidental Asset Management sold out of iShares Gold Strategy ETF (IAUF) in Q2 2022, closing a stake of 5,978 shares — an estimated $353K sold.

Occidental Asset Management first reported a position in IAUF in Q1 2022 and held it in 1 quarter. The position peaked at $353K in Q1 2022. 12 funds tracked by Wall St. Rank hold IAUF as of Q2 2022.

  • Occidental Asset Management reported no remaining iShares Gold Strategy ETF position as of Q2 2022 after selling out during the quarter.
  • Occidental Asset Management sold 5,978 iShares Gold Strategy ETF shares in Q2 2022, an estimated $353K.
  • Occidental Asset Management first reported a position in iShares Gold Strategy ETF in Q1 2022 and held it in 1 quarter.
  • Occidental Asset Management's iShares Gold Strategy ETF position peaked at $353K in Q1 2022.
  • 12 funds tracked by Wall St. Rank held iShares Gold Strategy ETF as of Q2 2022.

Based on Occidental Asset Management's 13F filing for Q2 2022, filed 18 Jul 2022.