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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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. 1,909 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.
  • 1,909 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.