VPF
IAU icon

Vantage Point Financial’s iShares Gold Trust IAU Stock Holding History

Vantage Point Financial’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 		$318K Buy
4,217
+335
+9% +$28.4K 0.1% 136
2026
Q1 		$342K Sell
3,882
-6,451
-62% -$592K 0.12% 116
2025
Q4 		$839K Buy
10,333
+1,545
+18% +$121K 0.3% 67
2025
Q3 		$640K Buy
8,788
+2,591
+42% +$169K 0.25% 73
2025
Q2 		$386K Buy
6,197
+453
+8% +$28.1K 0.17% 91
2025
Q1 		$339K Buy
+5,744
New +$311K 0.17% 88

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

Vantage Point Financial's IAU Position: Q2 2026 in Review

Vantage Point Financial increased its iShares Gold Trust (IAU) stake by 8.6% in Q2 2026, buying an estimated $28.4K and bringing the position to 4,217 shares worth $318K. The position accounts for 0.1% of the portfolio, ranked #136.

Vantage Point Financial first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $839K in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Vantage Point Financial held 4,217 shares of iShares Gold Trust worth $318K as of Q2 2026.
  • Vantage Point Financial bought 335 iShares Gold Trust shares in Q2 2026, an estimated $28.4K.
  • iShares Gold Trust made up 0.1% of Vantage Point Financial's portfolio in Q2 2026, its #136 holding.
  • Vantage Point Financial first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • Vantage Point Financial's iShares Gold Trust position peaked at $839K in Q4 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.