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.
| 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 |
| 2024 Q4 | REDUCED | 58,204 | -1,384 | -2.3% | 1.41% | $2.9M | $49.51 |
| 2024 Q3 | REDUCED | 59,588 | -555 | -0.9% | 1.40% | $3.0M | $49.70 |
| 2024 Q2 | REDUCED | 60,143 | -1,639 | -2.7% | 1.32% | $2.6M | $43.93 |
| 2024 Q1 | ADDED | 61,782 | +3,127 | +5.3% | 1.30% | $2.6M | $42.01 |
| 2023 Q4 | ADDED | 58,655 | +1,162 | +2.0% | 1.25% | $2.3M | $39.03 |
| 2023 Q3 | ADDED | 57,493 | +1,919 | +3.5% | 1.19% | $2.0M | $34.99 |
As of 2025 Q4 — sorted by position size