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

Wealth Enhancement Advisory Services’s Portfolio IAUM Stock Details IAUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$716K	Buy	17,504 +5,009	+40%	+$225K	﹤0.01%	2356
2026 Q1	$582K	Buy	12,495 +3,289	+36%	+$160K	﹤0.01%	2195
2025 Q4	$412K	Sell	9,206 -530	-5%	-$21.9K	﹤0.01%	2631
2025 Q3	$386K	Buy	9,736 +1,070	+12%	+$36.9K	﹤0.01%	2572
2025 Q2	$288K	Buy	+8,666	New	+$284K	﹤0.01%	2676

Other funds holding IAUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its iShares Gold Trust Micro (IAUM) stake by 40% in Q2 2026, buying an estimated $225K and bringing the position to 17,504 shares worth $716K. The position accounts for ﹤0.01% of the portfolio, ranked #2356.

Wealth Enhancement Advisory Services first reported a position in IAUM in Q2 2025 and has held it in 5 quarters since. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

Wealth Enhancement Advisory Services held 17,504 shares of iShares Gold Trust Micro worth $716K as of Q2 2026.
Wealth Enhancement Advisory Services bought 5,009 iShares Gold Trust Micro shares in Q2 2026, an estimated $225K.
iShares Gold Trust Micro made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2356 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Gold Trust Micro in Q2 2025 and has held it in 5 quarters since.
259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

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