Wealth Enhancement Advisory Services
IAUF

Wealth Enhancement Advisory Services’s iShares Gold Strategy ETF IAUF Stock Holding History

Wealth Enhancement Advisory Services’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
-180,607
Closed -$9.98M – 2451
2023
Q3 		$9.98M Buy
+180,607
New +$10.4M 0.03% 412

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Jane Street
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VA
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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

Wealth Enhancement Advisory Services's IAUF Position: Q4 2023 in Review

Wealth Enhancement Advisory Services sold out of iShares Gold Strategy ETF (IAUF) in Q4 2023, closing a stake of 180,607 shares — an estimated $9.98M sold.

Wealth Enhancement Advisory Services first reported a position in IAUF in Q3 2023 and held it in 1 quarter. The position peaked at $9.98M in Q3 2023. 18 funds tracked by Wall St. Rank hold IAUF as of Q4 2023.

  • Wealth Enhancement Advisory Services reported no remaining iShares Gold Strategy ETF position as of Q4 2023 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 180,607 iShares Gold Strategy ETF shares in Q4 2023, an estimated $9.98M.
  • Wealth Enhancement Advisory Services first reported a position in iShares Gold Strategy ETF in Q3 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's iShares Gold Strategy ETF position peaked at $9.98M in Q3 2023.
  • 18 funds tracked by Wall St. Rank held iShares Gold Strategy ETF as of Q4 2023.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2023, filed 30 Jan 2024.