Centerpoint Advisors’s iShares Gold Trust IAU Stock Holding History

Centerpoint 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 Q2	$77K	Hold	1,014	–	–	0.02%	140
2026 Q1	$89K	Hold	1,014	–	–	0.03%	123
2025 Q4	$82K	Hold	1,014	–	–	0.03%	134
2025 Q3	$74K	Buy	+1,014	New	+$66.1K	0.02%	142
2020 Q2	–	Sell	-473	Closed	-$14K	–	280
2020 Q1	$14K	Hold	473	–	–	0.01%	130
2019 Q4	$14K	Buy	+473	New	+$13.4K	0.01%	152

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Centerpoint Advisors's IAU Position: Q2 2026 in Review

Centerpoint Advisors held its iShares Gold Trust (IAU) position steady in Q2 2026 at 1,014 shares worth $77K. The position accounts for 0.02% of the portfolio, ranked #140.

Centerpoint Advisors first reported a position in IAU in Q4 2019 and has held it in 6 quarters since. The position peaked at $89K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Centerpoint Advisors held 1,014 shares of iShares Gold Trust worth $77K as of Q2 2026.
Centerpoint Advisors left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.02% of Centerpoint Advisors's portfolio in Q2 2026, its #140 holding.
Centerpoint Advisors first reported a position in iShares Gold Trust in Q4 2019 and has held it in 6 quarters since.
Centerpoint Advisors's iShares Gold Trust position peaked at $89K in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.