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Waypoint Wealth Counsel’s iShares Gold Trust IAU Stock Holding History

Waypoint Wealth Counsel’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 		$6.59M Sell
74,796
-5,525
-7% -$507K 3.41% 6
2025
Q4 		$6.52M Sell
80,321
-563
-0.7% -$44K 2.39% 9
2025
Q3 		$5.89M Buy
80,884
+553
+0.7% +$36.1K 2.32% 9
2025
Q2 		$5.01M Buy
80,331
+1,734
+2% +$107K 2.48% 9
2025
Q1 		$4.63M Hold
78,597
– – 2.91% 9
2024
Q4 		$3.89M Sell
78,597
-277
-0.4% -$13.9K 2.54% 10
2024
Q3 		$3.92M Sell
78,874
-225
-0.3% -$10.5K 2.64% 10
2024
Q2 		$3.47M Buy
79,099
+339
+0.4% +$15K 2.66% 10
2024
Q1 		$3.31M Buy
78,760
+489
+0.6% +$19.2K 2.55% 10
2023
Q4 		$3.05M Sell
78,271
-1,250
-2% -$46.8K 2.6% 10
2023
Q3 		$2.78M Hold
79,521
– – 2.62% 12
2023
Q2 		$2.89M Hold
79,521
– – 2.59% 13
2023
Q1 		$2.97M Buy
79,521
+1,800
+2% +$64.6K 2.3% 13
2022
Q4 		$2.69M Buy
+77,721
New +$2.55M 2.17% 14

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

Waypoint Wealth Counsel's IAU Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its iShares Gold Trust (IAU) stake by 6.9% in Q1 2026, selling an estimated $507K and leaving 74,796 shares worth $6.59M. The position accounts for 3.41% of the portfolio, ranked #6.

Waypoint Wealth Counsel first reported a position in IAU in Q4 2022 and has held it in 14 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Waypoint Wealth Counsel held 74,796 shares of iShares Gold Trust worth $6.59M as of Q1 2026.
  • Waypoint Wealth Counsel sold 5,525 iShares Gold Trust shares in Q1 2026, an estimated $507K.
  • iShares Gold Trust made up 3.41% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #6 holding.
  • Waypoint Wealth Counsel first reported a position in iShares Gold Trust in Q4 2022 and has held it in 14 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.