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 Q3	$786K	Buy	10,065 +4,982	+98%	+$399K	0.12%	181
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

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

VisionPoint Advisory Group's IAU Position: Q3 2026 in Review

VisionPoint Advisory Group increased its iShares Gold Trust (IAU) stake by 98% in Q3 2026, buying an estimated $399K and bringing the position to 10,065 shares worth $786K. The position accounts for 0.12% of the portfolio, ranked #181.

VisionPoint Advisory Group first reported a position in IAU in Q1 2023 and has held it in 9 quarters since. 526 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

VisionPoint Advisory Group held 10,065 shares of iShares Gold Trust worth $786K as of Q3 2026.
VisionPoint Advisory Group bought 4,982 iShares Gold Trust shares in Q3 2026, an estimated $399K.
iShares Gold Trust made up 0.12% of VisionPoint Advisory Group's portfolio in Q3 2026, its #181 holding.
VisionPoint Advisory Group first reported a position in iShares Gold Trust in Q1 2023 and has held it in 9 quarters since.
526 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.