Wealth Enhancement Advisory Services
IAU icon

Wealth Enhancement Advisory Services’s iShares Gold Trust IAU Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.4M Sell
587,655
-12,820
-2% -$1.09M 0.05% 326
2026
Q1 		$34.1M Buy
600,475
+141,084
+31% +$12.9M 0.07% 264
2025
Q4 		$39.1M Buy
459,391
+10,659
+2% +$834K 0.05% 308
2025
Q3 		$33.7M Buy
448,732
+34,960
+8% +$2.28M 0.05% 314
2025
Q2 		$26M Buy
413,772
+56,343
+16% +$3.49M 0.04% 356
2025
Q1 		$21.1M Buy
357,429
+54,196
+18% +$2.93M 0.04% 380
2024
Q4 		$15M Buy
303,233
+82,933
+38% +$4.17M 0.03% 449
2024
Q3 		$10.9M Buy
220,300
+972
+0.4% +$45.5K 0.02% 488
2024
Q2 		$9.64M Sell
219,328
-2,366
-1% -$105K 0.02% 494
2024
Q1 		$9.31M Sell
221,694
-9,996
-4% -$392K 0.02% 501
2023
Q4 		$9.04M Sell
231,690
-26,824
-10% -$1M 0.03% 458
2023
Q3 		$9.05M Buy
258,514
+223,125
+630% +$8.14M 0.03% 436
2023
Q2 		$1.29M Sell
35,389
-19,829
-36% -$743K 0.01% 243
2023
Q1 		$2.06M Buy
55,218
+29,277
+113% +$1.05M 0.02% 216
2022
Q4 		$945K Buy
25,941
+2,671
+11% +$87.7K 0.01% 229
2022
Q3 		$749K Hold
23,270
– – 0.01% 252
2022
Q2 		$770K Buy
23,270
+6,105
+36% +$217K 0.01% 260
2022
Q1 		$630K Hold
17,165
– – 0.01% 261
2021
Q4 		$588K Buy
17,165
+1,232
+8% +$42.1K 0.01% 247
2021
Q3 		$544K Hold
15,933
– – 0.01% 248
2021
Q2 		$555K Buy
15,933
+150
+1% +$5.18K 0.01% 230
2021
Q1 		$524K Buy
15,783
+7,927
+101% +$271K 0.01% 229
2020
Q4 		$273K Buy
+7,856
New +$281K 0.01% 206

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services's IAU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares Gold Trust (IAU) stake by 2.1% in Q2 2026, selling an estimated $1.09M and leaving 587,655 shares worth $29.4M. The position accounts for 0.05% of the portfolio, ranked #326.

Wealth Enhancement Advisory Services first reported a position in IAU in Q4 2020 and has held it in 23 quarters since. The position peaked at $39.1M in Q4 2025. 348 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Wealth Enhancement Advisory Services held 587,655 shares of iShares Gold Trust worth $29.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 12,820 iShares Gold Trust shares in Q2 2026, an estimated $1.09M.
  • iShares Gold Trust made up 0.05% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #326 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • Wealth Enhancement Advisory Services's iShares Gold Trust position peaked at $39.1M in Q4 2025.
  • 348 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.