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Viewpoint Capital Management’s iShares Gold Trust IAU Stock Holding History

Viewpoint Capital 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 		$254K Sell
3,359
-4,690
-58% -$398K 0.13% 81
2026
Q1 		$710K Sell
8,049
-195
-2% -$17.9K 0.33% 58
2025
Q4 		$669K Buy
8,244
+150
+2% +$11.7K 0.29% 64
2025
Q3 		$589K Sell
8,094
-1,315
-14% -$85.8K 0.26% 63
2025
Q2 		$587K Sell
9,409
-103
-1% -$6.38K 0.29% 61
2025
Q1 		$561K Sell
9,512
-1,265
-12% -$68.4K 0.3% 61
2024
Q4 		$534K Buy
10,777
+138
+1% +$6.93K 0.28% 63
2024
Q3 		$533K Hold
10,639
– – 0.3% 59
2024
Q2 		$467K Hold
10,639
– – 0.29% 60
2024
Q1 		$447K Hold
10,639
– – 0.28% 64
2023
Q4 		$415K Hold
10,639
– – 0.29% 62
2023
Q3 		$372K Hold
10,639
– – 0.3% 62
2023
Q2 		$387K Hold
10,639
– – 0.3% 64
2023
Q1 		$398K Hold
10,639
– – 0.36% 59
2022
Q4 		$368K Sell
10,639
-200
-2% -$6.57K 0.36% 60
2022
Q3 		$342K Sell
10,839
-21
-0.2% -$688 0.34% 60
2022
Q2 		$373K Buy
10,860
+21
+0.2% +$747 0.35% 60
2022
Q1 		$399K Buy
10,839
+128
+1% +$4.57K 0.31% 62
2021
Q4 		$373K Buy
+10,711
New +$366K 0.27% 69

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

Viewpoint Capital Management's IAU Position: Q2 2026 in Review

Viewpoint Capital Management reduced its iShares Gold Trust (IAU) stake by 58% in Q2 2026, selling an estimated $398K and leaving 3,359 shares worth $254K. The position accounts for 0.13% of the portfolio, ranked #81.

Viewpoint Capital Management first reported a position in IAU in Q4 2021 and has held it in 19 quarters since. The position peaked at $710K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Viewpoint Capital Management held 3,359 shares of iShares Gold Trust worth $254K as of Q2 2026.
  • Viewpoint Capital Management sold 4,690 iShares Gold Trust shares in Q2 2026, an estimated $398K.
  • iShares Gold Trust made up 0.13% of Viewpoint Capital Management's portfolio in Q2 2026, its #81 holding.
  • Viewpoint Capital Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • Viewpoint Capital Management's iShares Gold Trust position peaked at $710K in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.