Action Point Financial Planning’s iShares Gold Trust IAU Stock Holding History

Action Point Financial Planning’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 Q2	$75.4K	Buy	+999	New	+$84.8K	0.01%	686

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Action Point Financial Planning's IAU Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in iShares Gold Trust (IAU) in Q2 2026: 999 shares worth $75.4K. The stake represents 0.01% of the portfolio and ranks #686 among its holdings.

1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Action Point Financial Planning held 999 shares of iShares Gold Trust worth $75.4K as of Q2 2026.
iShares Gold Trust was a new Action Point Financial Planning position in Q2 2026.
iShares Gold Trust made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #686 holding.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.