Capital Planning Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $746K | Hold |
8,464
| – | – | 0.11% | 92 |
|
|
2025
Q4 | $687K | Hold |
8,464
| – | – | 0.09% | 105 |
|
|
2025
Q3 | $616K | Hold |
8,464
| – | – | 0.08% | 100 |
|
|
2025
Q2 | $528K | Hold |
8,464
| – | – | 0.08% | 93 |
|
|
2025
Q1 | $499K | Hold |
8,464
| – | – | 0.08% | 98 |
|
|
2024
Q4 | $419K | Sell |
8,464
-778
| -8% | -$39.1K | 0.06% | 106 |
|
|
2024
Q3 | $459K | Sell |
9,242
-282
| -3% | -$13.2K | 0.07% | 103 |
|
|
2024
Q2 | $418K | Sell |
9,524
-1,116
| -10% | -$49.3K | 0.07% | 100 |
|
|
2024
Q1 | $447K | Sell |
10,640
-270
| -2% | -$10.6K | 0.08% | 105 |
|
|
2023
Q4 | $426K | Sell |
10,910
-435
| -4% | -$16.3K | 0.08% | 104 |
|
|
2023
Q3 | $397K | Buy |
11,345
+150
| +1% | +$5.47K | 0.08% | 97 |
|
|
2023
Q2 | $407K | Hold |
11,195
| – | – | 0.08% | 99 |
|
|
2023
Q1 | $418K | Sell |
11,195
-341
| -3% | -$12.2K | 0.09% | 94 |
|
|
2022
Q4 | $399K | Sell |
11,536
-171
| -1% | -$5.62K | 0.09% | 95 |
|
|
2022
Q3 | $369K | Sell |
11,707
-1,300
| -10% | -$42.6K | 0.1% | 95 |
|
|
2022
Q2 | $446K | Hold |
13,007
| – | – | 0.12% | 90 |
|
|
2022
Q1 | $479K | Buy |
13,007
+300
| +2% | +$10.7K | 0.1% | 107 |
|
|
2021
Q4 | $442K | Hold |
12,707
| – | – | 0.08% | 111 |
|
|
2021
Q3 | $425K | Sell |
12,707
-28
| -0.2% | -$954 | 0.09% | 111 |
|
|
2021
Q2 | $429K | Sell |
12,735
-1
| -0% | -$35 | 0.09% | 112 |
|
|
2021
Q1 | $414K | Sell |
12,736
-586
| -4% | -$20K | 0.09% | 106 |
|
|
2020
Q4 | $483K | Buy |
13,322
+601
| +5% | +$21.5K | 0.12% | 101 |
|
|
2020
Q3 | $458K | Sell |
12,721
-146
| -1% | -$5.33K | 0.13% | 95 |
|
|
2020
Q2 | $437K | Buy |
12,867
+340
| +3% | +$11.1K | 0.13% | 95 |
|
|
2020
Q1 | $378K | Buy |
12,527
+70
| +0.6% | +$2.12K | 0.14% | 92 |
|
|
2019
Q4 | $361K | Sell |
12,457
-15
| -0.1% | -$425 | 0.09% | 100 |
|
|
2019
Q3 | $352K | Buy |
12,472
+72
| +0.6% | +$2.03K | 0.1% | 102 |
|
|
2019
Q2 | $335K | Sell |
12,400
-4,000
| -24% | -$100K | 0.1% | 99 |
|
|
2019
Q1 | $406K | Buy |
16,400
+7,800
| +91% | +$195K | 0.12% | 98 |
|
|
2018
Q4 | $211K | Buy |
+8,600
| New | +$202K | 0.08% | 111 |
|
|
2017
Q2 | – | Sell |
-11,838
| Closed | -$284K | – | 138 |
|
|
2017
Q1 | $284K | Buy |
+11,838
| New | +$278K | 0.14% | 98 |
|
Other funds holding IAU
Capital Planning Advisors's IAU Position: Q1 2026 in Review
Capital Planning Advisors held its iShares Gold Trust (IAU) position steady in Q1 2026 at 8,464 shares worth $746K. The position accounts for 0.11% of the portfolio, ranked #92.
Capital Planning Advisors first reported a position in IAU in Q1 2017 and has held it in 31 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Capital Planning Advisors held 8,464 shares of iShares Gold Trust worth $746K as of Q1 2026.
- Capital Planning Advisors left its iShares Gold Trust share count unchanged in Q1 2026.
- iShares Gold Trust made up 0.11% of Capital Planning Advisors's portfolio in Q1 2026, its #92 holding.
- Capital Planning Advisors first reported a position in iShares Gold Trust in Q1 2017 and has held it in 31 quarters since.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.