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Wealth Enhancement Trust Services’s iShares Gold Trust IAU Stock Holding History

Wealth Enhancement Trust 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 		$157K Buy
2,085
+8
+0.4% +$679 0.02% 311
2026
Q1 		$183K Sell
2,077
-19
-0.9% -$1.74K 0.02% 292
2025
Q4 		$170K Buy
+2,096
New +$164K 0.02% 277

Other funds holding IAU

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Trust Services's IAU Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its iShares Gold Trust (IAU) stake by 0.39% in Q2 2026, buying an estimated $679 and bringing the position to 2,085 shares worth $157K. The position accounts for 0.02% of the portfolio, ranked #311.

Wealth Enhancement Trust Services first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $183K in Q1 2026. 1,588 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Wealth Enhancement Trust Services held 2,085 shares of iShares Gold Trust worth $157K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 8 iShares Gold Trust shares in Q2 2026, an estimated $679.
  • iShares Gold Trust made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #311 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's iShares Gold Trust position peaked at $183K in Q1 2026.
  • 1,588 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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