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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Crosspoint Financial's IAU Position: Q1 2026 in Review

Crosspoint Financial reduced its iShares Gold Trust (IAU) stake by 84% in Q1 2026, selling an estimated $1.29M and leaving 2,646 shares worth $233K. The position accounts for 0.59% of the portfolio, ranked #32.

Crosspoint Financial first reported a position in IAU in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.36M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Crosspoint Financial held 2,646 shares of iShares Gold Trust worth $233K as of Q1 2026.
Crosspoint Financial sold 14,075 iShares Gold Trust shares in Q1 2026, an estimated $1.29M.
iShares Gold Trust made up 0.59% of Crosspoint Financial's portfolio in Q1 2026, its #32 holding.
Crosspoint Financial first reported a position in iShares Gold Trust in Q4 2022 and has held it in 13 quarters since.
Crosspoint Financial's iShares Gold Trust position peaked at $1.36M in Q4 2025.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Crosspoint Financial's 13F filing for Q1 2026, filed 13 May 2026.