RDFA
IAUF

Ritter Daniher Financial Advisory’s iShares Gold Strategy ETF IAUF Stock Holding History

Ritter Daniher Financial Advisory’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
Q4 		– Sell
-323
Closed -$17.9K – 378
2023
Q3 		$17.9K Buy
+323
New +$18.6K 0.01% 196

Other funds holding IAUF

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Ritter Daniher Financial Advisory's IAUF Position: Q4 2023 in Review

Ritter Daniher Financial Advisory sold out of iShares Gold Strategy ETF (IAUF) in Q4 2023, closing a stake of 323 shares — an estimated $17.9K sold.

Ritter Daniher Financial Advisory first reported a position in IAUF in Q3 2023 and held it in 1 quarter. The position peaked at $17.9K in Q3 2023. 18 funds tracked by Wall St. Rank hold IAUF as of Q4 2023.

  • Ritter Daniher Financial Advisory reported no remaining iShares Gold Strategy ETF position as of Q4 2023 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 323 iShares Gold Strategy ETF shares in Q4 2023, an estimated $17.9K.
  • Ritter Daniher Financial Advisory first reported a position in iShares Gold Strategy ETF in Q3 2023 and held it in 1 quarter.
  • Ritter Daniher Financial Advisory's iShares Gold Strategy ETF position peaked at $17.9K in Q3 2023.
  • 18 funds tracked by Wall St. Rank held iShares Gold Strategy ETF as of Q4 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2023, filed 9 Feb 2024.