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Stablepoint Partners’s iShares Gold Trust IAU Stock Holding History

Stablepoint Partners’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 		$9.06M Buy
120,038
+2,223
+2% +$189K 1.25% 16
2026
Q1 		$10.4M Sell
117,815
-25,368
-18% -$2.33M 1.54% 8
2025
Q4 		$11.6M Sell
143,183
-4,703
-3% -$368K 1.81% 7
2025
Q3 		$10.8M Sell
147,886
-13,322
-8% -$869K 1.71% 7
2025
Q2 		$10.1M Sell
161,208
-2,853
-2% -$177K 1.71% 7
2025
Q1 		$9.67M Sell
164,061
-7,201
-4% -$390K 1.75% 4
2024
Q4 		$8.48M Buy
171,262
+280
+0.2% +$14.1K 1.56% 10
2024
Q3 		$8.5M Buy
170,982
+5,261
+3% +$246K 1.55% 9
2024
Q2 		$7.46M Sell
165,721
-33,530
-17% -$1.48M 1.45% 9
2024
Q1 		$8.37M Buy
199,251
+36,240
+22% +$1.42M 1.7% 6
2023
Q4 		$6.36M Buy
+163,011
New +$6.1M 1.63% 5

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Stablepoint Partners's IAU Position: Q2 2026 in Review

Stablepoint Partners increased its iShares Gold Trust (IAU) stake by 1.9% in Q2 2026, buying an estimated $189K and bringing the position to 120,038 shares worth $9.06M. The position accounts for 1.25% of the portfolio, ranked #16.

Stablepoint Partners first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.6M in Q4 2025. 348 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Stablepoint Partners held 120,038 shares of iShares Gold Trust worth $9.06M as of Q2 2026.
  • Stablepoint Partners bought 2,223 iShares Gold Trust shares in Q2 2026, an estimated $189K.
  • iShares Gold Trust made up 1.25% of Stablepoint Partners's portfolio in Q2 2026, its #16 holding.
  • Stablepoint Partners first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Stablepoint Partners's iShares Gold Trust position peaked at $11.6M in Q4 2025.
  • 348 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Stablepoint Partners's 13F filing for Q2 2026, filed 9 Jul 2026.