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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → IAU

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC IAU Position History

iShares Gold Trust • Financial Services

Quarters held
5
Latest value
$33.1M
Q3 2026
Peak value
$39.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$33.7M
Q4 2025$39.1M
Q1 2026$34.1M
Q2 2026$29.4M
Q3 2026$33.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$33.1M633.4K——
Q2 2026$29.4M587.7K——
Q1 2026$34.1M600.5K——
Q4 2025$39.1M459.4K——
Q3 2025$33.7M448.7K——

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