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Twelve Points Wealth Management’s iShares Gold Trust IAU Stock Holding History

Twelve Points Wealth Management’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 		$3.47M Buy
45,934
+6,502
+16% +$552K 0.7% 30
2026
Q1 		$3.48M Buy
39,432
+1,729
+5% +$159K 0.76% 28
2025
Q4 		$3.2M Buy
37,703
+1,617
+4% +$126K 0.72% 28
2025
Q3 		$2.63M Buy
36,086
+16,904
+88% +$1.1M 0.65% 35
2025
Q2 		$1.2M Sell
19,182
-89,513
-82% -$5.55M 0.32% 79
2025
Q1 		$6.41M Sell
108,695
-6,630
-6% -$359K 1.74% 9
2024
Q4 		$5.71M Buy
115,325
+1,821
+2% +$91.5K 1.64% 11
2024
Q3 		$5.64M Buy
113,504
+6,920
+6% +$324K 1.77% 9
2024
Q2 		$4.68M Buy
106,584
+8,702
+9% +$385K 1.65% 9
2024
Q1 		$4.11M Buy
97,882
+4,509
+5% +$177K 1.51% 9
2023
Q4 		$3.64M Buy
93,373
+656
+0.7% +$24.5K 1.73% 9
2023
Q3 		$3.24M Buy
92,717
+7,731
+9% +$282K 1.62% 12
2023
Q2 		$3.09M Buy
84,986
+10,616
+14% +$398K 1.65% 13
2023
Q1 		$2.78M Buy
74,370
+8,081
+12% +$290K 1.59% 13
2022
Q4 		$2.29M Sell
66,289
-19,951
-23% -$655K 1.56% 13
2022
Q3 		$2.72M Buy
86,240
+2,331
+3% +$76.4K 2.11% 9
2022
Q2 		$2.88M Buy
+83,909
New +$2.98M 2.22% 7
2022
Q1 		– Sell
-40,897
Closed -$1.42M – 180
2021
Q4 		$1.42M Buy
+40,897
New +$1.4M 1.15% 16

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

Twelve Points Wealth Management's IAU Position: Q2 2026 in Review

Twelve Points Wealth Management increased its iShares Gold Trust (IAU) stake by 16% in Q2 2026, buying an estimated $552K and bringing the position to 45,934 shares worth $3.47M. The position accounts for 0.7% of the portfolio, ranked #30.

Twelve Points Wealth Management first reported a position in IAU in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.41M in Q1 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Twelve Points Wealth Management held 45,934 shares of iShares Gold Trust worth $3.47M as of Q2 2026.
  • Twelve Points Wealth Management bought 6,502 iShares Gold Trust shares in Q2 2026, an estimated $552K.
  • iShares Gold Trust made up 0.7% of Twelve Points Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Twelve Points Wealth Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • Twelve Points Wealth Management's iShares Gold Trust position peaked at $6.41M in Q1 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.