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DecisionPoint Financial’s iShares Gold Trust IAU Stock Holding History

DecisionPoint 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 		$760 Buy
+10
New +$849 ﹤0.01% 509
2026
Q1 		– Sell
-753
Closed -$61.1K – 701
2025
Q4 		$61.1K Buy
+753
New +$58.9K 0.01% 81

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

DecisionPoint Financial's IAU Position: Q2 2026 in Review

DecisionPoint Financial opened a new position in iShares Gold Trust (IAU) in Q2 2026: 10 shares worth $760. The stake represents ﹤0.01% of the portfolio and ranks #509 among its holdings. This is a return to the name: DecisionPoint Financial previously reported a position in IAU as recently as Q4 2025.

DecisionPoint Financial first reported a position in IAU in Q4 2025 and has held it in 2 quarters since. The position peaked at $61.1K in Q4 2025. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • DecisionPoint Financial held 10 shares of iShares Gold Trust worth $760 as of Q2 2026.
  • iShares Gold Trust was a new DecisionPoint Financial position in Q2 2026.
  • iShares Gold Trust made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #509 holding.
  • DecisionPoint Financial first reported a position in iShares Gold Trust in Q4 2025 and has held it in 2 quarters since.
  • DecisionPoint Financial's iShares Gold Trust position peaked at $61.1K in Q4 2025.
  • 1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.