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Hamilton Point Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Hamilton Point Investment 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
2026
Q2 		$15.5M Buy
205,853
+554
+0.3% +$47K 2.19% 12
2026
Q1 		$18.1M Buy
205,299
+1,701
+0.8% +$156K 2.79% 9
2025
Q4 		$16.5M Buy
203,598
+3,588
+2% +$281K 2.51% 9
2025
Q3 		$14.6M Buy
200,010
+3,240
+2% +$211K 2.27% 10
2025
Q2 		$12.3M Buy
196,770
+31,374
+19% +$1.94M 2.02% 12
2025
Q1 		$9.75M Buy
165,396
+34,843
+27% +$1.88M 1.75% 13
2024
Q4 		$6.46M Buy
130,553
+2,094
+2% +$105K 1.14% 34
2024
Q3 		$6.38M Sell
128,459
-2,767
-2% -$130K 1.13% 34
2024
Q2 		$5.76M Buy
131,226
+2,655
+2% +$117K 1.09% 37
2024
Q1 		$5.4M Sell
128,571
-1,347
-1% -$52.8K 1.03% 42
2023
Q4 		$5.07M Buy
129,918
+2,558
+2% +$95.7K 1.01% 41
2023
Q3 		$4.46M Buy
127,360
+1,750
+1% +$63.9K 1.1% 42
2023
Q2 		$4.57M Sell
125,610
-7,057
-5% -$265K 1.09% 43
2023
Q1 		$4.96M Buy
+132,667
New +$4.76M 1.2% 38

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

Hamilton Point Investment Advisors's IAU Position: Q2 2026 in Review

Hamilton Point Investment Advisors increased its iShares Gold Trust (IAU) stake by 0.27% in Q2 2026, buying an estimated $47K and bringing the position to 205,853 shares worth $15.5M. The position accounts for 2.19% of the portfolio, ranked #12.

Hamilton Point Investment Advisors first reported a position in IAU in Q1 2023 and has held it in 14 quarters since. The position peaked at $18.1M in Q1 2026. 1,900 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Hamilton Point Investment Advisors held 205,853 shares of iShares Gold Trust worth $15.5M as of Q2 2026.
  • Hamilton Point Investment Advisors bought 554 iShares Gold Trust shares in Q2 2026, an estimated $47K.
  • iShares Gold Trust made up 2.19% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #12 holding.
  • Hamilton Point Investment Advisors first reported a position in iShares Gold Trust in Q1 2023 and has held it in 14 quarters since.
  • Hamilton Point Investment Advisors's iShares Gold Trust position peaked at $18.1M in Q1 2026.
  • 1,900 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.