Crosspoint Financial’s iShares Gold Trust IAU Stock Holding History

Crosspoint Financial’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	–	Sell	-2,646	Closed	-$233K	–	40
2026 Q1	$233K	Sell	2,646 -14,075	-84%	-$1.29M	0.59%	32
2025 Q4	$1.36M	Buy	16,721 +541	+3%	+$42.3K	3.19%	8
2025 Q3	$1.18M	Sell	16,180 -1,626	-9%	-$106K	2.89%	8
2025 Q2	$1.11M	Hold	17,806	–	–	2.97%	7
2025 Q1	$1.05M	Buy	+17,806	New	+$963K	3.04%	6
2024 Q3	$848K	Hold	17,056	–	–	2.91%	7
2024 Q2	$749K	Hold	17,056	–	–	3.06%	6
2024 Q1	$717K	Hold	17,056	–	–	6.13%	6
2023 Q4	$666K	Sell	17,056 -336	-2%	-$12.6K	6.61%	6
2023 Q3	$609K	Sell	17,392 -2,650	-13%	-$96.7K	6.43%	6
2023 Q2	$729K	Hold	20,042	–	–	7.42%	6
2023 Q1	$749K	Hold	20,042	–	–	8.07%	5
2022 Q4	$693K	Buy	+20,042	New	+$658K	7.63%	6

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

Crosspoint Financial's IAU Position: Q2 2026 in Review

Crosspoint Financial sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 2,646 shares — an estimated $233K sold.

Crosspoint Financial first reported a position in IAU in Q4 2022 and held it in 13 quarters. The position peaked at $1.36M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Crosspoint Financial reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
Crosspoint Financial sold 2,646 iShares Gold Trust shares in Q2 2026, an estimated $233K.
Crosspoint Financial first reported a position in iShares Gold Trust in Q4 2022 and held it in 13 quarters.
Crosspoint Financial's iShares Gold Trust position peaked at $1.36M in Q4 2025.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Crosspoint Financial's 13F filing for Q2 2026, filed 7 Aug 2026.