Guidance Point Advisors’s iShares Gold Trust IAU Stock Holding History

Guidance Point Advisors’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
2025 Q4	–	Sell	-4,622	Closed	-$336K	–	97
2025 Q3	$336K	Hold	4,622	–	–	0.08%	70
2025 Q2	$288K	Hold	4,622	–	–	0.07%	73
2025 Q1	$273K	Hold	4,622	–	–	0.08%	73
2024 Q4	$229K	Hold	4,622	–	–	0.06%	78
2024 Q3	$230K	Hold	4,622	–	–	0.07%	77
2024 Q2	$203K	Buy	+4,622	New	+$204K	0.06%	78
2021 Q4	–	Sell	-3,312	Closed	-$110K	–	220
2021 Q3	$110K	Buy	+3,312	New	+$113K	0.04%	111

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Guidance Point Advisors's IAU Position: Q4 2025 in Review

Guidance Point Advisors sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 4,622 shares — an estimated $336K sold.

Guidance Point Advisors first reported a position in IAU in Q3 2021 and held it in 7 quarters. The position peaked at $336K in Q3 2025. 1,928 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

Guidance Point Advisors reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
Guidance Point Advisors sold 4,622 iShares Gold Trust shares in Q4 2025, an estimated $336K.
Guidance Point Advisors first reported a position in iShares Gold Trust in Q3 2021 and held it in 7 quarters.
Guidance Point Advisors's iShares Gold Trust position peaked at $336K in Q3 2025.
1,928 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Guidance Point Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.