Riverpoint Wealth Management Holdings’s iShares Gold Trust IAU Stock Holding History

Riverpoint Wealth Management Holdings’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	$814K	Hold	10,779	–	–	0.15%	37
2026 Q1	$950K	Sell	10,779 -2,094	-16%	-$192K	0.2%	32
2025 Q4	$1.04M	Hold	12,873	–	–	0.22%	29
2025 Q3	$937K	Buy	+12,873	New	+$840K	0.21%	32
2025 Q2	–	Sell	-12,873	Closed	-$759K	–	55
2025 Q1	$759K	Hold	12,873	–	–	0.2%	31
2024 Q4	$637K	Sell	12,873 -200	-2%	-$10.1K	0.17%	35
2024 Q3	$650K	Hold	13,073	–	–	0.17%	34
2024 Q2	$574K	Hold	13,073	–	–	0.16%	35
2024 Q1	$549K	Hold	13,073	–	–	0.15%	35
2023 Q4	$510K	Hold	13,073	–	–	0.15%	35
2023 Q3	$457K	Hold	13,073	–	–	0.15%	33
2023 Q2	$476K	Hold	13,073	–	–	0.15%	32
2023 Q1	$489K	Hold	13,073	–	–	0.17%	30
2022 Q4	$452K	Hold	13,073	–	–	0.17%	32
2022 Q3	$412K	Hold	13,073	–	–	0.18%	32
2022 Q2	$449K	Buy	+13,073	New	+$465K	0.18%	29
2022 Q1	–	Sell	-13,073	Closed	-$455K	–	47
2021 Q4	$455K	Hold	13,073	–	–	0.15%	35
2021 Q3	$437K	Hold	13,073	–	–	0.15%	42
2021 Q2	$441K	Hold	13,073	–	–	0.12%	61
2021 Q1	$425K	Buy	13,073 +571	+5%	+$19.5K	0.13%	59
2020 Q4	$453K	Hold	12,502	–	–	0.14%	60
2020 Q3	$450K	Hold	12,502	–	–	0.16%	54
2020 Q2	$425K	Hold	12,502	–	–	0.17%	50
2020 Q1	$377K	Hold	12,502	–	–	0.18%	46
2019 Q4	$363K	Hold	12,502	–	–	0.14%	57
2019 Q3	$353K	Hold	12,502	–	–	0.16%	50
2019 Q2	$338K	Hold	12,502	–	–	0.15%	48
2019 Q1	$310K	Hold	12,502	–	–	0.15%	50
2018 Q4	$307K	Hold	12,502	–	–	0.17%	46
2018 Q3	$285K	Hold	12,502	–	–	0.15%	52
2018 Q2	$301K	Hold	12,502	–	–	0.17%	46
2018 Q1	$320K	Hold	12,502	–	–	0.19%	36
2017 Q4	$314K	Hold	12,502	–	–	0.2%	36
2017 Q3	$308K	Hold	12,502	–	–	0.2%	37
2017 Q2	$292K	Hold	12,502	–	–	0.21%	35
2017 Q1	$302K	Hold	12,502	–	–	0.23%	30
2016 Q4	$291K	Buy	+12,502	New	+$293K	0.24%	31

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Riverpoint Wealth Management Holdings's IAU Position: Q2 2026 in Review

Riverpoint Wealth Management Holdings held its iShares Gold Trust (IAU) position steady in Q2 2026 at 10,779 shares worth $814K. The position accounts for 0.15% of the portfolio, ranked #37.

Riverpoint Wealth Management Holdings first reported a position in IAU in Q4 2016 and has held it in 37 quarters since. The position peaked at $1.04M in Q4 2025. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Riverpoint Wealth Management Holdings held 10,779 shares of iShares Gold Trust worth $814K as of Q2 2026.
Riverpoint Wealth Management Holdings left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.15% of Riverpoint Wealth Management Holdings's portfolio in Q2 2026, its #37 holding.
Riverpoint Wealth Management Holdings first reported a position in iShares Gold Trust in Q4 2016 and has held it in 37 quarters since.
Riverpoint Wealth Management Holdings's iShares Gold Trust position peaked at $1.04M in Q4 2025.
964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.