Towerpoint Wealth
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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
Q3 		$3.92M Buy
50,228
+4,667
+10% +$374K 1.38% 20
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

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Towerpoint Wealth's IAU Position: Q3 2026 in Review

Towerpoint Wealth increased its iShares Gold Trust (IAU) stake by 10% in Q3 2026, buying an estimated $374K and bringing the position to 50,228 shares worth $3.92M. The position accounts for 1.38% of the portfolio, ranked #20.

Towerpoint Wealth first reported a position in IAU in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.15M in Q4 2025. 901 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Towerpoint Wealth held 50,228 shares of iShares Gold Trust worth $3.92M as of Q3 2026.
  • Towerpoint Wealth bought 4,667 iShares Gold Trust shares in Q3 2026, an estimated $374K.
  • iShares Gold Trust made up 1.38% of Towerpoint Wealth's portfolio in Q3 2026, its #20 holding.
  • Towerpoint Wealth first reported a position in iShares Gold Trust in Q4 2020 and has held it in 24 quarters since.
  • Towerpoint Wealth's iShares Gold Trust position peaked at $4.15M in Q4 2025.
  • 901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.