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Trust Point Inc’s iShares Gold Trust IAU Stock Holding History

Trust Point Inc’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 		$2.89M Hold
38,330
– – 0.25% 50
2026
Q1 		$3.38M Sell
38,330
-99
-0.3% -$9.08K 0.29% 43
2025
Q4 		$3.12M Sell
38,429
-380
-1% -$29.7K 0.25% 40
2025
Q3 		$2.82M Buy
38,809
+190
+0.5% +$12.4K 0.23% 47
2025
Q2 		$2.41M Sell
38,619
-16
-0% -$991 0.23% 52
2025
Q1 		$2.28M Buy
38,635
+176
+0.5% +$9.52K 0.21% 53
2024
Q4 		$1.9M Hold
38,459
– – 0.13% 75
2024
Q3 		$1.91M Hold
38,459
– – 0.14% 75
2024
Q2 		$1.69M Hold
38,459
– – 0.14% 76
2024
Q1 		$1.62M Sell
38,459
-392
-1% -$15.4K 0.13% 86
2023
Q4 		$1.52M Buy
+38,851
New +$1.45M 0.13% 86

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 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
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 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

Trust Point Inc's IAU Position: Q2 2026 in Review

Trust Point Inc held its iShares Gold Trust (IAU) position steady in Q2 2026 at 38,330 shares worth $2.89M. The position accounts for 0.25% of the portfolio, ranked #50.

Trust Point Inc first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.38M in Q1 2026. 631 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Trust Point Inc held 38,330 shares of iShares Gold Trust worth $2.89M as of Q2 2026.
  • Trust Point Inc left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.25% of Trust Point Inc's portfolio in Q2 2026, its #50 holding.
  • Trust Point Inc first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Trust Point Inc's iShares Gold Trust position peaked at $3.38M in Q1 2026.
  • 631 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.