Fort Point Capital Partners’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.57M | Buy |
17,814
+3,100
| +21% | +$284K | 0.19% | 75 |
|
|
2025
Q4 | $1.28M | Sell |
14,714
-4,212
| -22% | -$329K | 0.14% | 89 |
|
|
2025
Q3 | $1.38M | Hold |
18,926
| – | – | 0.16% | 88 |
|
|
2025
Q2 | $1.18M | Sell |
18,926
-45
| -0.2% | -$2.79K | 0.09% | 136 |
|
|
2025
Q1 | $1.12M | Sell |
18,971
-137
| -0.7% | -$7.41K | 0.12% | 115 |
|
|
2024
Q4 | $946K | Buy |
19,108
+137
| +0.7% | +$6.88K | 0.1% | 132 |
|
|
2024
Q3 | $943K | Buy |
18,971
+1,315
| +7% | +$61.6K | 0.12% | 121 |
|
|
2024
Q2 | $776K | Sell |
17,656
-831
| -4% | -$36.7K | 0.1% | 148 |
|
|
2024
Q1 | $777K | Buy |
18,487
+746
| +4% | +$29.2K | 0.1% | 143 |
|
|
2023
Q4 | $692K | Sell |
17,741
-209
| -1% | -$7.82K | 0.1% | 139 |
|
|
2023
Q3 | $628K | Sell |
17,950
-11,716
| -39% | -$428K | 0.1% | 121 |
|
|
2023
Q2 | $1.08M | Sell |
29,666
-257
| -0.9% | -$9.63K | 0.15% | 90 |
|
|
2023
Q1 | $1.12M | Buy |
29,923
+1,779
| +6% | +$63.8K | 0.17% | 95 |
|
|
2022
Q4 | $974K | Buy |
28,144
+843
| +3% | +$27.7K | 0.15% | 103 |
|
|
2022
Q3 | $861K | Sell |
27,301
-3,571
| -12% | -$117K | 0.14% | 110 |
|
|
2022
Q2 | $1.06M | Sell |
30,872
-945
| -3% | -$33.6K | 0.17% | 93 |
|
|
2022
Q1 | $1.17M | Sell |
31,817
-117,521
| -79% | -$4.2M | 0.16% | 94 |
|
|
2021
Q4 | $5.2M | Buy |
149,338
+116,837
| +359% | +$3.99M | 0.7% | 36 |
|
|
2021
Q3 | $1.09M | Sell |
32,501
-5
| -0% | -$170 | 0.16% | 82 |
|
|
2021
Q2 | $1.1M | Buy |
32,506
+58
| +0.2% | +$2K | 0.2% | 68 |
|
|
2021
Q1 | $1.05M | Sell |
32,448
-15,789
| -33% | -$540K | 0.23% | 61 |
|
|
2020
Q4 | $1.75M | Buy |
48,237
+1,008
| +2% | +$36.1K | 0.4% | 43 |
|
|
2020
Q3 | $1.7M | Buy |
47,229
+4,131
| +10% | +$151K | 0.43% | 42 |
|
|
2020
Q2 | $1.46M | Buy |
43,098
+2,678
| +7% | +$87.8K | 0.46% | 37 |
|
|
2020
Q1 | $1.22M | Buy |
40,420
+877
| +2% | +$26.5K | 0.52% | 31 |
|
|
2019
Q4 | $1.15M | Buy |
39,543
+5,142
| +15% | +$146K | 0.41% | 37 |
|
|
2019
Q3 | $970K | Buy |
34,401
+10,508
| +44% | +$296K | 0.36% | 42 |
|
|
2019
Q2 | $645K | Buy |
23,893
+4,826
| +25% | +$121K | 0.25% | 49 |
|
|
2019
Q1 | $472K | Sell |
19,067
-12,944
| -40% | -$323K | 0.21% | 60 |
|
|
2018
Q4 | $787K | Sell |
32,011
-46,472
| -59% | -$1.09M | 0.32% | 50 |
|
|
2018
Q3 | $1.79M | Buy |
78,483
+2,449
| +3% | +$56.9K | 0.54% | 36 |
|
|
2018
Q2 | $1.83M | Buy |
76,034
+8,424
| +12% | +$211K | 0.61% | 30 |
|
|
2018
Q1 | $1.72M | Buy |
67,610
+19,946
| +42% | +$509K | 0.63% | 33 |
|
|
2017
Q4 | $1.19M | Buy |
47,664
+13,112
| +38% | +$322K | 0.56% | 34 |
|
|
2017
Q3 | $851K | Buy |
34,552
+17,967
| +108% | +$442K | 0.41% | 42 |
|
|
2017
Q2 | $396K | Sell |
16,585
-1,168
| -7% | -$28.3K | 0.22% | 62 |
|
|
2017
Q1 | $426K | Sell |
17,753
-1,224
| -6% | -$28.8K | 0.22% | 64 |
|
|
2016
Q4 | $444K | Buy |
18,977
+1,344
| +8% | +$31.5K | 0.24% | 63 |
|
|
2016
Q3 | $448K | Buy |
17,633
+1,155
| +7% | +$29.7K | 0.2% | 77 |
|
|
2016
Q2 | $421K | Buy |
16,478
+1,540
| +10% | +$37.4K | 0.2% | 75 |
|
|
2016
Q1 | $355K | Sell |
14,938
-42,420
| -74% | -$970K | 0.18% | 71 |
|
|
2015
Q4 | $1.17M | Buy |
57,358
+18,646
| +48% | +$398K | 0.6% | 37 |
|
|
2015
Q3 | $835K | Sell |
38,712
-24,062
| -38% | -$523K | 0.51% | 34 |
|
|
2015
Q2 | $1.42M | Sell |
62,774
-1,573
| -2% | -$36.3K | 0.89% | 24 |
|
|
2015
Q1 | $1.47M | Buy |
64,347
+5,892
| +10% | +$139K | 0.97% | 19 |
|
|
2014
Q4 | $1.34M | Buy |
58,455
+24
| +0% | +$558 | 0.99% | 18 |
|
|
2014
Q3 | $1.37M | Buy |
58,431
+590
| +1% | +$14.6K | 1.03% | 16 |
|
|
2014
Q2 | $1.49M | Buy |
57,841
+4,226
| +8% | +$106K | 1.32% | 12 |
|
|
2014
Q1 | $1.33M | Sell |
53,615
-2,907
| -5% | -$72.9K | 1.29% | 12 |
|
|
2013
Q4 | $1.32M | Buy |
+56,522
| New | +$1.4M | 0.99% | 14 |
|
Other funds holding IAU
Fort Point Capital Partners's IAU Position: Q1 2026 in Review
Fort Point Capital Partners increased its iShares Gold Trust (IAU) stake by 21% in Q1 2026, buying an estimated $284K and bringing the position to 17,814 shares worth $1.57M. The position accounts for 0.19% of the portfolio, ranked #75.
Fort Point Capital Partners first reported a position in IAU in Q4 2013 and has held it in 50 quarters since. The position peaked at $5.2M in Q4 2021. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Fort Point Capital Partners held 17,814 shares of iShares Gold Trust worth $1.57M as of Q1 2026.
- Fort Point Capital Partners bought 3,100 iShares Gold Trust shares in Q1 2026, an estimated $284K.
- iShares Gold Trust made up 0.19% of Fort Point Capital Partners's portfolio in Q1 2026, its #75 holding.
- Fort Point Capital Partners first reported a position in iShares Gold Trust in Q4 2013 and has held it in 50 quarters since.
- Fort Point Capital Partners's iShares Gold Trust position peaked at $5.2M in Q4 2021.
- 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.