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TrinityPoint Wealth’s iShares Gold Trust IAU Stock Holding History

TrinityPoint 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
2024
Q4 		$3.78M Buy
76,359
+38,560
+102% +$1.94M 0.53% 47
2024
Q3 		$1.88M Sell
37,799
-5
-0% -$234 0.27% 93
2024
Q2 		$1.66M Sell
37,804
-204
-0.5% -$9.02K 0.26% 98
2024
Q1 		$1.6M Sell
38,008
-8
-0% -$314 0.26% 94
2023
Q4 		$1.48M Sell
38,016
-4,291
-10% -$161K 0.27% 93
2023
Q3 		$1.48M Sell
42,307
-2,959
-7% -$108K 0.29% 91
2023
Q2 		$1.65M Buy
45,266
+1,563
+4% +$58.6K 0.32% 86
2023
Q1 		$1.63M Buy
43,703
+143
+0.3% +$5.13K 0.35% 77
2022
Q4 		$1.51M Sell
43,560
-65,373
-60% -$2.15M 0.34% 73
2022
Q3 		$3.44M Sell
108,933
-8,421
-7% -$276K 0.79% 28
2022
Q2 		$4.03M Sell
117,354
-72
-0.1% -$2.56K 0.89% 26
2022
Q1 		$4.33M Sell
117,426
-4,772
-4% -$170K 0.78% 33
2021
Q4 		$4.25M Sell
122,198
-37,679
-24% -$1.29M 0.76% 34
2021
Q3 		$5.34M Sell
159,877
-1,850
-1% -$63K 1.02% 20
2021
Q2 		$5.45M Buy
161,727
+4,067
+3% +$141K 1.11% 17
2021
Q1 		$5.13M Buy
157,660
+16,407
+12% +$561K 1.19% 18
2020
Q4 		$4.99M Buy
141,253
+17,131
+14% +$613K 1.2% 16
2020
Q3 		$4.47M Buy
124,122
+48,967
+65% +$1.79M 1.24% 15
2020
Q2 		$2.55M Buy
+75,155
New +$2.46M 0.81% 28

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

TrinityPoint Wealth's IAU Position: Q4 2024 in Review

TrinityPoint Wealth increased its iShares Gold Trust (IAU) stake by 102% in Q4 2024, buying an estimated $1.94M and bringing the position to 76,359 shares worth $3.78M. The position accounts for 0.53% of the portfolio, ranked #47.

TrinityPoint Wealth first reported a position in IAU in Q2 2020 and has held it in 19 quarters since. The position peaked at $5.45M in Q2 2021. 1,410 funds tracked by Wall St. Rank hold IAU as of Q4 2024.

  • TrinityPoint Wealth held 76,359 shares of iShares Gold Trust worth $3.78M as of Q4 2024.
  • TrinityPoint Wealth bought 38,560 iShares Gold Trust shares in Q4 2024, an estimated $1.94M.
  • iShares Gold Trust made up 0.53% of TrinityPoint Wealth's portfolio in Q4 2024, its #47 holding.
  • TrinityPoint Wealth first reported a position in iShares Gold Trust in Q2 2020 and has held it in 19 quarters since.
  • TrinityPoint Wealth's iShares Gold Trust position peaked at $5.45M in Q2 2021.
  • 1,410 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.