Back to IAU

NavPoint Financial, Inc. → IAU

NavPoint Financial, Inc. IAU Position History

iShares Gold Trust • Financial Services

Quarters held
4
Latest value
$5.6M
Q3 2026
Peak value
$6.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$6.2M
Q1 2026$6.7M
Q2 2026$5.4M
Q3 2026$5.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.6M71.9K——
Q2 2026$5.4M71.9K——
Q1 2026$6.7M75.9K——
Q4 2025$6.2M76.2K——

Other funds holding IAU

Other NavPoint Financial, Inc. positions

JPM-PM

J P MORGAN EXCHANGE TRADED F

$25.9M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$23.9M
GLD

WORLD GOLD TR

$23.8M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$23M
GLD

WORLD GOLD TR

$21.8M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$21.3M
GLD

WORLD GOLD TR

$21.1M
GLD

WORLD GOLD TR

$20.4M