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Old Point Trust & Financial Services N A’s iShares Gold Trust IAU Stock Holding History

Old Point Trust & Financial Services N A’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
Q1 		$815K Sell
9,250
-450
-5% -$41.3K 0.26% 79
2025
Q4 		$787K Hold
9,700
– – 0.25% 82
2025
Q3 		$706K Sell
9,700
-300
-3% -$19.6K 0.23% 82
2025
Q2 		$624K Hold
10,000
– – 0.22% 83
2025
Q1 		$590K Sell
10,000
-250
-2% -$13.5K 0.21% 86
2024
Q4 		$507K Buy
+10,250
New +$515K 0.18% 84
2020
Q1 		– Sell
-5,075
Closed -$147K – 66
2019
Q4 		$147K Buy
+5,075
New +$144K 0.07% 70
2019
Q2 		– Sell
-5,675
Closed -$141K – 71
2019
Q1 		$141K Sell
5,675
-450
-7% -$11.2K 0.07% 69
2018
Q4 		$151K Sell
6,125
-850
-12% -$20K 0.09% 67
2018
Q3 		$159K Sell
6,975
-1,400
-17% -$32.5K 0.08% 70
2018
Q2 		$201K Buy
8,375
+250
+3% +$6.27K 0.11% 70
2018
Q1 		$207K Sell
8,125
-75
-0.9% -$1.92K 0.12% 69
2017
Q4 		$205K Sell
8,200
-700
-8% -$17.2K 0.11% 76
2017
Q3 		$219K Sell
8,900
-1,000
-10% -$24.6K 0.12% 73
2017
Q2 		$236K Hold
9,900
– – 0.14% 70
2017
Q1 		$238K Sell
9,900
-1,600
-14% -$37.6K 0.14% 70
2016
Q4 		$255K Sell
11,500
-13,625
-54% -$320K 0.15% 67
2016
Q3 		$638K Sell
25,125
-2,350
-9% -$60.5K 0.39% 50
2016
Q2 		$701K Sell
27,475
-850
-3% -$20.7K 0.44% 49
2016
Q1 		$673K Hold
28,325
– – 0.42% 50
2015
Q4 		$580K Sell
28,325
-150
-0.5% -$3.2K 0.38% 51
2015
Q3 		$614K Sell
28,475
-500
-2% -$10.9K 0.44% 51
2015
Q2 		$657K Sell
28,975
-375
-1% -$8.65K 0.43% 49
2015
Q1 		$672K Sell
29,350
-450
-2% -$10.6K 0.43% 49
2014
Q4 		$682K Sell
29,800
-3,100
-9% -$72.1K 0.41% 51
2014
Q3 		$770K Sell
32,900
-10,700
-25% -$266K 0.46% 49
2014
Q2 		$1.12M Sell
43,600
-1,300
-3% -$32.5K 0.67% 41
2014
Q1 		$1.12M Hold
44,900
– – 0.7% 41
2013
Q4 		$1.05M Sell
44,900
-5,950
-12% -$147K 0.69% 41
2013
Q3 		$1.31M Sell
50,850
-5,100
-9% -$132K 0.91% 37
2013
Q2 		$1.34M Buy
+55,950
New +$1.54M 0.95% 38

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Old Point Trust & Financial Services N A's IAU Position: Q1 2026 in Review

Old Point Trust & Financial Services N A reduced its iShares Gold Trust (IAU) stake by 4.6% in Q1 2026, selling an estimated $41.3K and leaving 9,250 shares worth $815K. The position accounts for 0.26% of the portfolio, ranked #79.

Old Point Trust & Financial Services N A first reported a position in IAU in Q2 2013 and has held it in 31 quarters since. The position peaked at $1.34M in Q2 2013. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Old Point Trust & Financial Services N A held 9,250 shares of iShares Gold Trust worth $815K as of Q1 2026.
  • Old Point Trust & Financial Services N A sold 450 iShares Gold Trust shares in Q1 2026, an estimated $41.3K.
  • iShares Gold Trust made up 0.26% of Old Point Trust & Financial Services N A's portfolio in Q1 2026, its #79 holding.
  • Old Point Trust & Financial Services N A first reported a position in iShares Gold Trust in Q2 2013 and has held it in 31 quarters since.
  • Old Point Trust & Financial Services N A's iShares Gold Trust position peaked at $1.34M in Q2 2013.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q1 2026, filed 22 Apr 2026.