SEC 13F Intelligence

Strategic Point Investment Advisors, LLC / IAUUSD

Strategic Point Investment Advisors, LLC’s Ishares Gold Trust Position

Does Strategic Point Investment Advisors, LLC own Ishares Gold Trust (IAUUSD)? Not currently — the last reported position was 1.55M shares worth $25M in Q1 2021; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$25M
Q1 2021
Shares
1.55M
% of Portfolio
+6.69%
Quarters Held
7
position exited

Position History IAUUSD

Reported value by quarter
Q3 ’19: $18MQ3 ’19Q4 ’19: $18MQ4 ’19Q1 ’20: $19MQ1 ’20Q2 ’20: $27MQ2 ’20Q3 ’20: $28MQ3 ’20Q4 ’20: $28MQ4 ’20Q1 ’21: $25MQ1 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20211.55M$25M+6.69%
Q4 20201.55M$28M+7.63%
Q3 20201.57M$28M+8.96%
Q2 20201.57M$27M+8.90%
Q1 20201.25M$19M+8.09%
Q4 20191.26M$18M+6.70%
Q3 20191.24M$18M+6.87%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Point Investment Advisors, LLC’s full portfolio or all institutional holders of IAUUSD.