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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

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

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. 1,909 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.
  • 1,909 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.