WEPOG
IAU icon

Wealth Enhancement & Preservation of GA’s iShares Gold Trust IAU Stock Holding History

Wealth Enhancement & Preservation of GA’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
2022
Q2 		– Sell
-38,535
Closed -$1.42M – 55
2022
Q1 		$1.42M Buy
+38,535
New +$1.38M 1.09% 24

Other funds holding IAU

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's IAU Position: Q2 2022 in Review

Wealth Enhancement & Preservation of GA sold out of iShares Gold Trust (IAU) in Q2 2022, closing a stake of 38,535 shares — an estimated $1.42M sold.

Wealth Enhancement & Preservation of GA first reported a position in IAU in Q1 2022 and held it in 1 quarter. The position peaked at $1.42M in Q1 2022. 1,008 funds tracked by Wall St. Rank hold IAU as of Q2 2022.

  • Wealth Enhancement & Preservation of GA reported no remaining iShares Gold Trust position as of Q2 2022 after selling out during the quarter.
  • Wealth Enhancement & Preservation of GA sold 38,535 iShares Gold Trust shares in Q2 2022, an estimated $1.42M.
  • Wealth Enhancement & Preservation of GA first reported a position in iShares Gold Trust in Q1 2022 and held it in 1 quarter.
  • Wealth Enhancement & Preservation of GA's iShares Gold Trust position peaked at $1.42M in Q1 2022.
  • 1,008 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2022.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2022, filed 22 Sep 2022.