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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Viewpoint Capital Management's IAU Position: Q1 2026 in Review

Viewpoint Capital Management reduced its iShares Gold Trust (IAU) stake by 2.4% in Q1 2026, selling an estimated $17.9K and leaving 8,049 shares worth $710K. The position accounts for 0.33% of the portfolio, ranked #58.

Viewpoint Capital Management first reported a position in IAU in Q4 2021 and has held it in 18 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Viewpoint Capital Management held 8,049 shares of iShares Gold Trust worth $710K as of Q1 2026.
  • Viewpoint Capital Management sold 195 iShares Gold Trust shares in Q1 2026, an estimated $17.9K.
  • iShares Gold Trust made up 0.33% of Viewpoint Capital Management's portfolio in Q1 2026, its #58 holding.
  • Viewpoint Capital Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.