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ATX Financial Planning’s iShares Gold Trust IAU Stock Holding History

ATX 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 		$2.81M Buy
37,203
+3,980
+12% +$338K 1.86% 13
2026
Q1 		$2.93M Sell
33,223
-375
-1% -$34.4K 2.23% 13
2025
Q4 		$2.73M Buy
+33,598
New +$2.63M 2.1% 11

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

ATX Financial Planning's IAU Position: Q2 2026 in Review

ATX Financial Planning increased its iShares Gold Trust (IAU) stake by 12% in Q2 2026, buying an estimated $338K and bringing the position to 37,203 shares worth $2.81M. The position accounts for 1.86% of the portfolio, ranked #13.

ATX Financial Planning first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.93M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • ATX Financial Planning held 37,203 shares of iShares Gold Trust worth $2.81M as of Q2 2026.
  • ATX Financial Planning bought 3,980 iShares Gold Trust shares in Q2 2026, an estimated $338K.
  • iShares Gold Trust made up 1.86% of ATX Financial Planning's portfolio in Q2 2026, its #13 holding.
  • ATX Financial Planning first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • ATX Financial Planning's iShares Gold Trust position peaked at $2.93M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on ATX Financial Planning's 13F filing for Q2 2026, filed 20 Aug 2026.