Center for Financial Planning’s iShares Gold Trust IAU Stock Holding History

Center for 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	$74.9K	Sell	850 -28	-3%	-$2.57K	0.01%	262
2025 Q4	$71.3K	Buy	878 +28	+3%	+$2.19K	0.01%	263
2025 Q3	$61.9K	Hold	850	–	–	0.01%	278
2025 Q2	$53K	Hold	850	–	–	0.01%	291
2025 Q1	$50.1K	Hold	850	–	–	0.01%	276
2024 Q4	$42.1K	Hold	850	–	–	0.01%	285
2024 Q3	$42.2K	Hold	850	–	–	0.01%	274
2024 Q2	$37.3K	Hold	850	–	–	0.01%	270
2024 Q1	$35.7K	Hold	850	–	–	0.01%	278
2023 Q4	$33.2K	Sell	850 -69	-8%	-$2.58K	0.01%	264
2023 Q3	$32.2K	Buy	919 +67	+8%	+$2.44K	0.01%	255
2023 Q2	$31K	Hold	852	–	–	0.01%	278
2023 Q1	$31.8K	Hold	852	–	–	0.01%	258
2022 Q4	$29.5K	Hold	852	–	–	0.01%	263
2022 Q3	$27K	Hold	852	–	–	0.01%	267
2022 Q2	$29K	Hold	852	–	–	0.01%	261
2022 Q1	$31K	Sell	852 -448	-34%	-$16K	0.01%	266
2021 Q4	$45K	Hold	1,300	–	–	0.01%	240
2021 Q3	$43K	Hold	1,300	–	–	0.01%	238
2021 Q2	$44K	Hold	1,300	–	–	0.01%	235
2021 Q1	$42K	Hold	1,300	–	–	0.01%	230
2020 Q4	$47K	Hold	1,300	–	–	0.01%	206
2020 Q3	$47K	Hold	1,300	–	–	0.02%	191
2020 Q2	$44K	Hold	1,300	–	–	0.02%	195
2020 Q1	$39K	Hold	1,300	–	–	0.01%	192
2019 Q4	$38K	Buy	+1,300	New	+$36.9K	0.01%	212

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 $374B AUM 17.66% 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 $235B AUM 32.99% 1-Year Est. Return

Center for Financial Planning's IAU Position: Q1 2026 in Review

Center for Financial Planning reduced its iShares Gold Trust (IAU) stake by 3.2% in Q1 2026, selling an estimated $2.57K and leaving 850 shares worth $74.9K. The position accounts for 0.01% of the portfolio, ranked #262.

Center for Financial Planning first reported a position in IAU in Q4 2019 and has held it in 26 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Center for Financial Planning held 850 shares of iShares Gold Trust worth $74.9K as of Q1 2026.
Center for Financial Planning sold 28 iShares Gold Trust shares in Q1 2026, an estimated $2.57K.
iShares Gold Trust made up 0.01% of Center for Financial Planning's portfolio in Q1 2026, its #262 holding.
Center for Financial Planning first reported a position in iShares Gold Trust in Q4 2019 and has held it in 26 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.