Center for Financial Planning’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
Other funds holding IAU
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.