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
2024
Q4 		– Sell
-100
Closed -$1.25K – 3032
2024
Q3 		$1.25K Buy
+100
New +$4.68K ﹤0.01% 2775

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
PAS
Park Avenue Securities New York $16B AUM 26.77% 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

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. 362 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.
  • 362 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.