HAG
IAU icon

HighPoint Advisor Group’s iShares Gold Trust IAU Stock Holding History

HighPoint Advisor Group’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 		$3.06M Buy
40,483
+1,647
+4% +$140K 0.11% 169
2026
Q1 		$3.42M Sell
38,836
-792
-2% -$72.7K 0.14% 133
2025
Q4 		$3.22M Buy
+39,628
New +$3.1M 0.07% 234

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

HighPoint Advisor Group's IAU Position: Q2 2026 in Review

HighPoint Advisor Group increased its iShares Gold Trust (IAU) stake by 4.2% in Q2 2026, buying an estimated $140K and bringing the position to 40,483 shares worth $3.06M. The position accounts for 0.11% of the portfolio, ranked #169.

HighPoint Advisor Group first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.42M in Q1 2026. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • HighPoint Advisor Group held 40,483 shares of iShares Gold Trust worth $3.06M as of Q2 2026.
  • HighPoint Advisor Group bought 1,647 iShares Gold Trust shares in Q2 2026, an estimated $140K.
  • iShares Gold Trust made up 0.11% of HighPoint Advisor Group's portfolio in Q2 2026, its #169 holding.
  • HighPoint Advisor Group first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • HighPoint Advisor Group's iShares Gold Trust position peaked at $3.42M in Q1 2026.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.