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IAU

Showing 9 of 15 quarters

Position history for Wealth Enhancement Advisory Services, LLCWealth Enhancement Advisory Services, LLC's holdings in ISHARES GOLD TR

Yes. Wealth Enhancement Advisory Services holds 633,413 shares of IAU, worth $33.1M, as of its Q3 2026 13F filing. It increased the position by 45,758 shares (+7.8%) from Q2 2026. Wealth Enhancement Advisory Services has held IAU since Q1 2023, across 15 quarterly 13F filings.

Current Value

$33.1M

Current Shares

633,413

Total Value Change

+$22.2M

Total Shares Change

+413,113

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
633,413
+7.8%
$33.1M0.0%$78.10
31
2026-Q2
Decreased
587,655
-2.1%
$29.4M0.0%$75.51
0
2026-Q1
Increased
600,475
+30.7%
$34.1M0.1%$88.16
37
2025-Q4
Increased
459,391
+2.4%
$39.1M0.1%$81.17
30
2025-Q3
Increased
448,732
+8.4%
$33.7M0.1%$72.77
31
2025-Q2
Increased
413,772
+15.8%
$26M0.0%$62.36
33
2025-Q1
Increased
357,429
+17.9%
$21.1M0.0%$58.96
33
2024-Q4
Increased
303,233
+37.6%
$15M0.0%$49.51
37
2024-Q3
Increased
220,300
+0.4%
$10.9M0.0%$49.70
28

Other major holders of IAU: Bank of America Corp., Morgan Stanley

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