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Hamilton Point Investment Advisors, LLC → IAU

Hamilton Point Investment Advisors, LLC IAU Position History

iShares Gold Trust • Financial Services

Quarters held
4
Latest value
$16.3M
Q3 2026
Peak value
$18.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$16.5M
Q1 2026$18.1M
Q2 2026$15.5M
Q3 2026$16.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$16.3M209.3K——
Q2 2026$15.5M205.9K——
Q1 2026$18.1M205.3K——
Q4 2025$16.5M203.6K——

Other funds holding IAU

Other Hamilton Point Investment Advisors, LLC positions

BRK-A

BERKSHIRE HATHAWAY INC DEL

$48.3M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$45.2M
VGES

VANGUARD CHARLOTTE FDS

$44.9M
VGES

VANGUARD CHARLOTTE FDS

$44.5M
VGES

VANGUARD CHARLOTTE FDS

$43M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$42.7M
BRK-A

BERKSHIRE HATHAWAY INC DEL

$42.6M
VGES

VANGUARD CHARLOTTE FDS

$42.1M