Avantax Planning Partners’s iShares Gold Trust IAU Stock Holding History

Avantax Planning Partners’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	$418K	Buy	5,539 +150	+3%	+$12.7K	0.01%	315
2026 Q1	$475K	Buy	5,389 +258	+5%	+$23.7K	0.01%	287
2025 Q4	$416K	Hold	5,131	–	–	0.01%	303
2025 Q3	$373K	Hold	5,131	–	–	0.01%	315
2025 Q2	$320K	Buy	+5,131	New	+$318K	0.01%	342
2018 Q4	–	Sell	-2,264	Closed	-$52K	–	698
2018 Q3	$52K	Buy	+2,264	New	+$52.6K	﹤0.01%	477
2018 Q2	–	Sell	-3,014	Closed	-$77K	–	788
2018 Q1	$77K	Buy	+3,014	New	+$77K	0.01%	449
2017 Q4	–	Sell	-10,939	Closed	-$269K	–	331
2017 Q3	$269K	Buy	10,939 +2,918	+36%	+$71.8K	0.02%	298
2017 Q2	$192K	Hold	8,021	–	–	0.02%	327
2017 Q1	$193K	Buy	8,021 +1,592	+25%	+$37.4K	0.02%	316
2016 Q4	$142K	Buy	+6,429	New	+$151K	0.02%	305

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

Avantax Planning Partners's IAU Position: Q2 2026 in Review

Avantax Planning Partners increased its iShares Gold Trust (IAU) stake by 2.8% in Q2 2026, buying an estimated $12.7K and bringing the position to 5,539 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #315.

Avantax Planning Partners first reported a position in IAU in Q4 2016 and has held it in 11 quarters since. The position peaked at $475K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Avantax Planning Partners held 5,539 shares of iShares Gold Trust worth $418K as of Q2 2026.
Avantax Planning Partners bought 150 iShares Gold Trust shares in Q2 2026, an estimated $12.7K.
iShares Gold Trust made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #315 holding.
Avantax Planning Partners first reported a position in iShares Gold Trust in Q4 2016 and has held it in 11 quarters since.
Avantax Planning Partners's iShares Gold Trust position peaked at $475K in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.