Centerpoint Advisors
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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
Q3 		$79K Hold
1,014
– – 0.02% 145
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Centerpoint Advisors's IAU Position: Q3 2026 in Review

Centerpoint Advisors held its iShares Gold Trust (IAU) position steady in Q3 2026 at 1,014 shares worth $79K. The position accounts for 0.02% of the portfolio, ranked #145.

Centerpoint Advisors first reported a position in IAU in Q4 2019 and has held it in 7 quarters since. The position peaked at $89K in Q1 2026. 1,390 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Centerpoint Advisors held 1,014 shares of iShares Gold Trust worth $79K as of Q3 2026.
  • Centerpoint Advisors left its iShares Gold Trust share count unchanged in Q3 2026.
  • iShares Gold Trust made up 0.02% of Centerpoint Advisors's portfolio in Q3 2026, its #145 holding.
  • Centerpoint Advisors first reported a position in iShares Gold Trust in Q4 2019 and has held it in 7 quarters since.
  • Centerpoint Advisors's iShares Gold Trust position peaked at $89K in Q1 2026.
  • 1,390 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Centerpoint Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.