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High Point Wealth Management’s iShares Gold Trust IAU Stock Holding History

High Point Wealth Management’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 		$645K Sell
8,547
-300
-3% -$25.5K 0.53% 48
2026
Q1 		$780K Buy
8,847
+4,502
+104% +$413K 0.75% 33
2025
Q4 		$353K Buy
+4,345
New +$340K 0.33% 68

Other funds holding IAU

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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

High Point Wealth Management's IAU Position: Q2 2026 in Review

High Point Wealth Management reduced its iShares Gold Trust (IAU) stake by 3.4% in Q2 2026, selling an estimated $25.5K and leaving 8,547 shares worth $645K. The position accounts for 0.53% of the portfolio, ranked #48.

High Point Wealth Management first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $780K in Q1 2026. 1,300 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • High Point Wealth Management held 8,547 shares of iShares Gold Trust worth $645K as of Q2 2026.
  • High Point Wealth Management sold 300 iShares Gold Trust shares in Q2 2026, an estimated $25.5K.
  • iShares Gold Trust made up 0.53% of High Point Wealth Management's portfolio in Q2 2026, its #48 holding.
  • High Point Wealth Management first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • High Point Wealth Management's iShares Gold Trust position peaked at $780K in Q1 2026.
  • 1,300 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.