VisionPoint Advisory Group’s iShares Gold Trust IAU Stock Holding History

VisionPoint Advisory Group’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	$384K	Buy	+5,083	New	+$431K	0.06%	306
2024 Q4	–	Sell	-3,397	Closed	-$169K	–	303
2024 Q3	$169K	Sell	3,397 -244	-7%	-$11.4K	0.06%	188
2024 Q2	$160K	Sell	3,641 -74	-2%	-$3.27K	0.06%	181
2024 Q1	$156K	Sell	3,715 -1,259	-25%	-$49.4K	0.06%	181
2023 Q4	$194K	Sell	4,974 -3,668	-42%	-$137K	0.07%	151
2023 Q3	$302K	Sell	8,642 -334	-4%	-$12.2K	0.13%	123
2023 Q2	$327K	Buy	8,976 +1,911	+27%	+$71.6K	0.13%	110
2023 Q1	$275K	Buy	+7,065	New	+$254K	0.12%	126

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VisionPoint Advisory Group's IAU Position: Q2 2026 in Review

VisionPoint Advisory Group opened a new position in iShares Gold Trust (IAU) in Q2 2026: 5,083 shares worth $384K. The stake represents 0.06% of the portfolio and ranks #306 among its holdings. This is a return to the name: VisionPoint Advisory Group previously reported a position in IAU as recently as Q3 2024.

VisionPoint Advisory Group first reported a position in IAU in Q1 2023 and has held it in 8 quarters since. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

VisionPoint Advisory Group held 5,083 shares of iShares Gold Trust worth $384K as of Q2 2026.
iShares Gold Trust was a new VisionPoint Advisory Group position in Q2 2026.
iShares Gold Trust made up 0.06% of VisionPoint Advisory Group's portfolio in Q2 2026, its #306 holding.
VisionPoint Advisory Group first reported a position in iShares Gold Trust in Q1 2023 and has held it in 8 quarters since.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.