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Towerpoint Wealth’s iShares Gold Trust IAU Stock Holding History

Towerpoint Wealth’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 		$3.44M Sell
45,561
-430
-0.9% -$36.5K 1.19% 22
2026
Q1 		$4.05M Sell
45,991
-5,096
-10% -$467K 1.64% 13
2025
Q4 		$4.15M Sell
51,087
-1,772
-3% -$139K 1.64% 13
2025
Q3 		$3.85M Sell
52,859
-236
-0.4% -$15.4K 1.57% 18
2025
Q2 		$3.31M Sell
53,095
-2,650
-5% -$164K 1.47% 18
2025
Q1 		$3.29M Sell
55,745
-2,459
-4% -$133K 1.63% 15
2024
Q4 		$2.88M Sell
58,204
-1,384
-2% -$69.5K 1.41% 19
2024
Q3 		$2.96M Sell
59,588
-555
-0.9% -$26K 1.4% 21
2024
Q2 		$2.64M Sell
60,143
-1,639
-3% -$72.4K 1.32% 21
2024
Q1 		$2.6M Buy
61,782
+3,127
+5% +$123K 1.3% 21
2023
Q4 		$2.29M Buy
58,655
+1,162
+2% +$43.5K 1.25% 21
2023
Q3 		$2.01M Buy
57,493
+1,919
+3% +$70K 1.19% 21
2023
Q2 		$2.02M Sell
55,574
-239
-0.4% -$8.96K 1.14% 20
2023
Q1 		$2.09M Sell
55,813
-502
-0.9% -$18K 1.19% 20
2022
Q4 		$1.95M Buy
56,315
+1,539
+3% +$50.5K 1.12% 22
2022
Q3 		$1.73M Buy
54,776
+1,617
+3% +$53K 1.04% 23
2022
Q2 		$1.82M Sell
53,159
-7,715
-13% -$274K 1.09% 24
2022
Q1 		$2.24M Sell
60,874
-1,943
-3% -$69.4K 1.11% 23
2021
Q4 		$2.19M Buy
62,817
+1,281
+2% +$43.8K 1.03% 23
2021
Q3 		$2.06M Buy
61,536
+2,618
+4% +$89.2K 1.02% 23
2021
Q2 		$1.99M Buy
58,918
+19,737
+50% +$682K 0.99% 24
2021
Q1 		$1.27M Buy
39,181
+29,282
+296% +$1M 0.61% 27
2020
Q4 		$359K Buy
+9,899
New +$354K 0.18% 52

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Towerpoint Wealth's IAU Position: Q2 2026 in Review

Towerpoint Wealth reduced its iShares Gold Trust (IAU) stake by 0.93% in Q2 2026, selling an estimated $36.5K and leaving 45,561 shares worth $3.44M. The position accounts for 1.19% of the portfolio, ranked #22.

Towerpoint Wealth first reported a position in IAU in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.15M in Q4 2025. 554 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Towerpoint Wealth held 45,561 shares of iShares Gold Trust worth $3.44M as of Q2 2026.
  • Towerpoint Wealth sold 430 iShares Gold Trust shares in Q2 2026, an estimated $36.5K.
  • iShares Gold Trust made up 1.19% of Towerpoint Wealth's portfolio in Q2 2026, its #22 holding.
  • Towerpoint Wealth first reported a position in iShares Gold Trust in Q4 2020 and has held it in 23 quarters since.
  • Towerpoint Wealth's iShares Gold Trust position peaked at $4.15M in Q4 2025.
  • 554 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.