Whalerock Point Partners’s iShares Gold Trust IAU Stock Holding History

Whalerock Point Partners’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	$689K	Hold	7,811	–	–	0.13%	95
2025 Q4	$634K	Hold	7,811	–	–	0.12%	99
2025 Q3	$568K	Hold	7,811	–	–	0.12%	96
2025 Q2	$487K	Hold	7,811	–	–	0.11%	109
2025 Q1	$461K	Buy	+7,811	New	+$423K	0.11%	112

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Whalerock Point Partners's IAU Position: Q1 2026 in Review

Whalerock Point Partners held its iShares Gold Trust (IAU) position steady in Q1 2026 at 7,811 shares worth $689K. The position accounts for 0.13% of the portfolio, ranked #95.

Whalerock Point Partners first reported a position in IAU in Q1 2025 and has held it in 5 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Whalerock Point Partners held 7,811 shares of iShares Gold Trust worth $689K as of Q1 2026.
Whalerock Point Partners left its iShares Gold Trust share count unchanged in Q1 2026.
iShares Gold Trust made up 0.13% of Whalerock Point Partners's portfolio in Q1 2026, its #95 holding.
Whalerock Point Partners first reported a position in iShares Gold Trust in Q1 2025 and has held it in 5 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Whalerock Point Partners's 13F filing for Q1 2026, filed 15 May 2026.