IAU — ISHARES GOLD TRUST

Ownership history in Towerpoint Wealth, LLC  ·  21 quarters on record

This page tracks every 13F SEC filing in which Towerpoint Wealth, LLC reported a position in ISHARES GOLD TRUST (IAU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.64% (2025 Q4)
Avg. % of fund
1.18%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 51,087 -1,772 -3.4% 1.64% $4.1M $81.17
2025 Q3 REDUCED 52,859 -236 -0.4% 1.57% $3.8M $72.77
2025 Q2 REDUCED 53,095 -2,650 -4.8% 1.47% $3.3M $62.36
2025 Q1 REDUCED 55,745 -2,459 -4.2% 1.63% $3.3M $58.96
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IAU price (monthly, adj. close)

Other funds also holding IAU

As of 2025 Q4 — sorted by position size

MOON CAPITAL MANAGEMENT LP 3Y 7Y 78.76% VCU Investment Management Co 3Y 7Y 72.64% CARL STUART INVESTMENT ADVISOR, INC 3Y 41.07% Packer & Co Ltd 3Y 7Y 39.55% LIFE LINE WEALTH MANAGEMENT LLC 20.0% CRCM LP 3Y 7Y 19.74% Sowa Financial Group, Inc. 3Y 16.76% Private Harbour Investment Management & Counsel, LLC 3Y 7Y 15.76% Mader & Shannon Wealth Management, Inc. 3Y 7Y 14.46% VPR Management LLC 3Y 14.3%
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