Superior Planning, LLC’s iShares Gold Trust IAU Stock Holding History

Superior Planning, LLC’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$363K	Buy	+4,652	New	+$373K	0.15%	115

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Superior Planning, LLC's IAU Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in iShares Gold Trust (IAU) in Q3 2026: 4,652 shares worth $363K. The stake represents 0.15% of the portfolio and ranks #115 among its holdings.

1,515 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Superior Planning, LLC held 4,652 shares of iShares Gold Trust worth $363K as of Q3 2026.
iShares Gold Trust was a new Superior Planning, LLC position in Q3 2026.
iShares Gold Trust made up 0.15% of Superior Planning, LLC's portfolio in Q3 2026, its #115 holding.
1,515 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.