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Capital & Planning LLC’s iShares Gold Trust IAU Stock Holding History

Capital & Planning LLC’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 		$2.46M Buy
+27,919
New +$2.56M 1.49% 18
2025
Q4 		– Sell
-13,988
Closed -$1.02M – 19
2025
Q3 		$1.02M Buy
13,988
+5,128
+58% +$335K 0.63% 27
2025
Q2 		$553K Buy
8,860
+4,125
+87% +$256K 0.38% 30
2025
Q1 		$279K Buy
4,735
+1,270
+37% +$68.7K 0.21% 32
2024
Q4 		$172K Buy
+3,465
New +$174K 0.13% 36

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Capital & Planning LLC's IAU Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in iShares Gold Trust (IAU) in Q1 2026: 27,919 shares worth $2.46M. The stake represents 1.49% of the portfolio and ranks #18 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in IAU as recently as Q3 2025.

Capital & Planning LLC first reported a position in IAU in Q4 2024 and has held it in 5 quarters since. 1,970 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Capital & Planning LLC held 27,919 shares of iShares Gold Trust worth $2.46M as of Q1 2026.
  • iShares Gold Trust was a new Capital & Planning LLC position in Q1 2026.
  • iShares Gold Trust made up 1.49% of Capital & Planning LLC's portfolio in Q1 2026, its #18 holding.
  • Capital & Planning LLC first reported a position in iShares Gold Trust in Q4 2024 and has held it in 5 quarters since.
  • 1,970 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.