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Beacon Pointe Advisors’s iShares Gold Trust IAU Stock Holding History

Beacon Pointe Advisors’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
Q1 		$40.2M Buy
455,470
+147,746
+48% +$13.6M 0.21% 108
2025
Q4 		$25M Buy
307,724
+14,030
+5% +$1.1M 0.18% 128
2025
Q3 		$21.4M Sell
293,694
-61,400
-17% -$4.01M 0.18% 122
2025
Q2 		$22.1M Sell
355,094
-9,630
-3% -$597K 0.23% 102
2025
Q1 		$21.5M Sell
364,724
-8,527
-2% -$461K 0.24% 96
2024
Q4 		$18.5M Buy
373,251
+5,071
+1% +$255K 0.2% 114
2024
Q3 		$18.3M Sell
368,180
-10,210
-3% -$478K 0.21% 113
2024
Q2 		$16.6M Sell
378,390
-8,463
-2% -$374K 0.2% 115
2024
Q1 		$16.3M Sell
386,853
-13,356
-3% -$524K 0.18% 125
2023
Q4 		$15.6M Buy
400,209
+85,623
+27% +$3.2M 0.19% 126
2023
Q3 		$11M Buy
314,586
+83,680
+36% +$3.05M 0.14% 152
2023
Q2 		$8.4M Buy
230,906
+2,161
+0.9% +$81K 0.14% 146
2023
Q1 		$8.55M Buy
228,745
+15,842
+7% +$569K 0.15% 144
2022
Q4 		$7.36M Buy
212,903
+33,577
+19% +$1.1M 0.14% 143
2022
Q3 		$5.64M Buy
179,326
+7,749
+5% +$254K 0.13% 158
2022
Q2 		$5.89M Sell
171,577
-153,734
-47% -$5.47M 0.12% 162
2022
Q1 		$12M Buy
325,311
+106,797
+49% +$3.82M 0.16% 134
2021
Q4 		$7.61M Sell
218,514
-259,197
-54% -$8.86M 0.2% 105
2021
Q3 		$16M Sell
477,711
-56,715
-11% -$1.93M 0.39% 67
2021
Q2 		$18M Buy
534,426
+157,860
+42% +$5.46M 0.64% 33
2021
Q1 		$12.2M Buy
376,566
+173,556
+85% +$5.93M 0.75% 28
2020
Q4 		$7.36M Buy
203,010
+146,383
+259% +$5.24M 0.5% 47
2020
Q3 		$2.04M Buy
56,627
+39,736
+235% +$1.45M 0.2% 101
2020
Q2 		$574K Buy
16,891
+3,348
+25% +$110K 0.06% 217
2020
Q1 		$409K Buy
+13,543
New +$409K 0.07% 195

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Beacon Pointe Advisors's IAU Position: Q1 2026 in Review

Beacon Pointe Advisors increased its iShares Gold Trust (IAU) stake by 48% in Q1 2026, buying an estimated $13.6M and bringing the position to 455,470 shares worth $40.2M. The position accounts for 0.21% of the portfolio, ranked #108.

Beacon Pointe Advisors first reported a position in IAU in Q1 2020 and has held it in 25 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Beacon Pointe Advisors held 455,470 shares of iShares Gold Trust worth $40.2M as of Q1 2026.
  • Beacon Pointe Advisors bought 147,746 iShares Gold Trust shares in Q1 2026, an estimated $13.6M.
  • iShares Gold Trust made up 0.21% of Beacon Pointe Advisors's portfolio in Q1 2026, its #108 holding.
  • Beacon Pointe Advisors first reported a position in iShares Gold Trust in Q1 2020 and has held it in 25 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.