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

Beacon 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 Q1	$212K	Buy	+2,402	New	+$220K	0.08%	74

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Beacon Financial Planning's IAU Position: Q1 2026 in Review

Beacon Financial Planning opened a new position in iShares Gold Trust (IAU) in Q1 2026: 2,402 shares worth $212K. The stake represents 0.08% of the portfolio and ranks #74 among its holdings.

1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Beacon Financial Planning held 2,402 shares of iShares Gold Trust worth $212K as of Q1 2026.
iShares Gold Trust was a new Beacon Financial Planning position in Q1 2026.
iShares Gold Trust made up 0.08% of Beacon Financial Planning's portfolio in Q1 2026, its #74 holding.
1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.