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

Briaud 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
Q3 		$5.96M Sell
76,303
-4,521
-6% -$362K 1.31% 7
2026
Q2 		$6.1M Hold
80,824
– – 1.61% 6
2026
Q1 		$7.13M Sell
80,824
-401
-0.5% -$36.8K 1.87% 6
2025
Q4 		$6.59M Sell
81,225
-5,813
-7% -$455K 1.62% 6
2025
Q3 		$6.33M Sell
87,038
-1,927
-2% -$126K 2.07% 6
2025
Q2 		$5.55M Sell
88,965
-17,881
-17% -$1.11M 2.19% 5
2025
Q1 		$6.3M Sell
106,846
-826
-0.8% -$44.7K 2.5% 5
2024
Q4 		$5.33M Buy
107,672
+768
+0.7% +$38.6K 2.17% 5
2024
Q3 		$5.31M Sell
106,904
-1
-0% -$47 2.74% 5
2024
Q2 		$4.7M Sell
106,905
-13,485
-11% -$596K 2.71% 5
2024
Q1 		$5.06M Sell
120,390
-145
-0.1% -$5.68K 2.87% 5
2023
Q4 		$4.7M Sell
120,535
-187
-0.2% -$7K 4.01% 4
2023
Q3 		$4.22M Sell
120,722
-272
-0.2% -$9.9K 3.42% 5
2023
Q2 		$4.4M Sell
120,994
-534
-0.4% -$20K 4.16% 4
2023
Q1 		$4.54M Sell
121,528
-6,390
-5% -$229K 4.3% 4
2022
Q4 		$4.42M Sell
127,918
-210
-0.2% -$6.9K 3.58% 4
2022
Q3 		$4M Sell
128,128
-50
-0% -$1.64K 3.56% 4
2022
Q2 		$4.4M Hold
128,178
– – 2.88% 6
2022
Q1 		$4.72M Sell
128,178
-247
-0.2% -$8.82K 2.71% 7
2021
Q4 		$4.47M Buy
128,425
+3,500
+3% +$120K 2.43% 7
2021
Q3 		$4.17M Buy
124,925
+2,027
+2% +$69.1K 2.74% 5
2021
Q2 		$4.14M Sell
122,898
-1,329
-1% -$45.9K 2.76% 6
2021
Q1 		$4.04M Buy
124,227
+124,218
+1,380,200% +$4.24M 2.97% 4
2020
Q4 		$4.53M Sell
9
-126,732
-100% -$4.54M 2.89% 5
2020
Q3 		$4.56M Sell
126,741
-639
-0.5% -$23.3K 3.3% 3
2020
Q2 		$4.33M Hold
127,380
– – 3.31% 3
2020
Q1 		$3.84M Sell
127,380
-26,589
-17% -$804K 5.51% 2
2019
Q4 		$4.46M Buy
+153,969
New +$4.37M 4.54% 3

Other funds holding IAU

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Briaud Financial Planning's IAU Position: Q3 2026 in Review

Briaud Financial Planning reduced its iShares Gold Trust (IAU) stake by 5.6% in Q3 2026, selling an estimated $362K and leaving 76,303 shares worth $5.96M. The position accounts for 1.31% of the portfolio, ranked #7.

Briaud Financial Planning first reported a position in IAU in Q4 2019 and has held it in 28 quarters since. The position peaked at $7.13M in Q1 2026. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Briaud Financial Planning held 76,303 shares of iShares Gold Trust worth $5.96M as of Q3 2026.
  • Briaud Financial Planning sold 4,521 iShares Gold Trust shares in Q3 2026, an estimated $362K.
  • iShares Gold Trust made up 1.31% of Briaud Financial Planning's portfolio in Q3 2026, its #7 holding.
  • Briaud Financial Planning first reported a position in iShares Gold Trust in Q4 2019 and has held it in 28 quarters since.
  • Briaud Financial Planning's iShares Gold Trust position peaked at $7.13M in Q1 2026.
  • 1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Briaud Financial Planning's 13F filing for Q3 2026, filed 20 Oct 2026.