DecisionPoint Financial
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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
Q3 		– Sell
-10
Closed -$760 – 1451
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

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

DecisionPoint Financial's IAU Position: Q3 2026 in Review

DecisionPoint Financial sold out of iShares Gold Trust (IAU) in Q3 2026, closing a stake of 10 shares — an estimated $760 sold.

DecisionPoint Financial first reported a position in IAU in Q4 2025 and held it in 2 quarters. The position peaked at $61.1K in Q4 2025. 788 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • DecisionPoint Financial reported no remaining iShares Gold Trust position as of Q3 2026 after selling out during the quarter.
  • DecisionPoint Financial sold 10 iShares Gold Trust shares in Q3 2026, an estimated $760.
  • DecisionPoint Financial first reported a position in iShares Gold Trust in Q4 2025 and held it in 2 quarters.
  • DecisionPoint Financial's iShares Gold Trust position peaked at $61.1K in Q4 2025.
  • 788 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.