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Strategic Point Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Strategic Point Investment Advisors’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 		$41.9M Buy
555,178
+20,630
+4% +$1.75M 5.46% 8
2026
Q1 		$47.1M Buy
534,548
+1,330
+0.2% +$122K 6.85% 6
2025
Q4 		$43.3M Buy
533,218
+5,819
+1% +$455K 5.99% 7
2025
Q3 		$38.4M Buy
527,399
+65
+0% +$4.24K 5.51% 7
2025
Q2 		$32.9M Sell
527,334
-5,847
-1% -$362K 5.07% 7
2025
Q1 		$31.4M Sell
533,181
-11,535
-2% -$624K 5.24% 7
2024
Q4 		$27M Buy
544,716
+1,773
+0.3% +$89.1K 4.4% 9
2024
Q3 		$27M Sell
542,943
-78,232
-13% -$3.66M 4.45% 8
2024
Q2 		$27.3M Sell
621,175
-8,774
-1% -$388K 4.89% 8
2024
Q1 		$26.5M Buy
629,949
+3,647
+0.6% +$143K 4.8% 8
2023
Q4 		$24.4M Sell
626,302
-5,145
-0.8% -$193K 4.72% 9
2023
Q3 		$22.1M Buy
631,447
+7,893
+1% +$288K 4.72% 8
2023
Q2 		$22.7M Sell
623,554
-9,630
-2% -$361K 4.65% 9
2023
Q1 		$23.7M Sell
633,184
-2,115
-0.3% -$75.9K 5.26% 8
2022
Q4 		$22M Sell
635,299
-2,774
-0.4% -$91.1K 5.29% 6
2022
Q3 		$20.1M Sell
638,073
-307
-0% -$10.1K 5.63% 5
2022
Q2 		$21.9M Buy
638,380
+3,984
+0.6% +$142K 6.09% 5
2022
Q1 		$23.4M Sell
634,396
-5,314
-0.8% -$190K 5.34% 7
2021
Q4 		$22.3M Sell
639,710
-145,699
-19% -$4.98M 5.02% 9
2021
Q3 		$26.2M Buy
785,409
+4,270
+0.5% +$145K 6.43% 6
2021
Q2 		$26.3M Buy
781,139
+4,819
+0.6% +$167K 6.4% 6
2021
Q1 		$25.2M Sell
776,320
-385
-0% -$13.2K 6.69% 6
2020
Q4 		$27.5M Sell
776,705
-6,481
-0.8% -$232K 7.63% 5
2020
Q3 		$28.2M Buy
783,186
+16
+0% +$584 8.96% 3
2020
Q2 		$27.2M Buy
783,170
+157,210
+25% +$5.15M 8.9% 3
2020
Q1 		$18.9M Sell
625,960
-6,470
-1% -$196K 8.09% 4
2019
Q4 		$18.3M Buy
632,430
+10,047
+2% +$285K 6.7% 7
2019
Q3 		$17.6M Buy
+622,383
New +$17.6M 6.87% 6
2016
Q4 		– Sell
-292,768
Closed -$7.43M – 15
2016
Q3 		$7.43M Buy
292,768
+5,755
+2% +$148K 3.24% 9
2016
Q2 		$7.32M Buy
+287,013
New +$6.97M 3.27% 8

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

Strategic Point Investment Advisors's IAU Position: Q2 2026 in Review

Strategic Point Investment Advisors increased its iShares Gold Trust (IAU) stake by 3.9% in Q2 2026, buying an estimated $1.75M and bringing the position to 555,178 shares worth $41.9M. The position accounts for 5.46% of the portfolio, ranked #8.

Strategic Point Investment Advisors first reported a position in IAU in Q2 2016 and has held it in 30 quarters since. The position peaked at $47.1M in Q1 2026. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Strategic Point Investment Advisors held 555,178 shares of iShares Gold Trust worth $41.9M as of Q2 2026.
  • Strategic Point Investment Advisors bought 20,630 iShares Gold Trust shares in Q2 2026, an estimated $1.75M.
  • iShares Gold Trust made up 5.46% of Strategic Point Investment Advisors's portfolio in Q2 2026, its #8 holding.
  • Strategic Point Investment Advisors first reported a position in iShares Gold Trust in Q2 2016 and has held it in 30 quarters since.
  • Strategic Point Investment Advisors's iShares Gold Trust position peaked at $47.1M in Q1 2026.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Strategic Point Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.