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Towerpoint Wealth, LLC → IAU

Towerpoint Wealth, LLC IAU Position History

iShares Gold Trust • Financial Services

Quarters held
4
Latest value
$3.9M
Q3 2026
Peak value
$4.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.1M
Q1 2026$4.1M
Q2 2026$3.4M
Q3 2026$3.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.9M50.2K——
Q2 2026$3.4M45.6K——
Q1 2026$4.1M46.0K——
Q4 2025$4.1M51.1K——

Other funds holding IAU

Other Towerpoint Wealth, LLC positions

VGES

VANGUARD INDEX FDS

$31.4M
VGES

VANGUARD INDEX FDS

$31M
VGES

VANGUARD INDEX FDS

$30.8M
VGES

VANGUARD INDEX FDS

$30.5M
VGES

VANGUARD INDEX FDS

$30.5M
VGES

VANGUARD INDEX FDS

$30.1M
VGES

VANGUARD INDEX FDS

$27.3M
VGES

VANGUARD INDEX FDS

$23.9M