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 Q2	$64.2K	Hold	850	–	–	0.01%	290
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

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

AFAS

Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Center for Financial Planning's IAU Position: Q2 2026 in Review

Center for Financial Planning held its iShares Gold Trust (IAU) position steady in Q2 2026 at 850 shares worth $64.2K. The position accounts for 0.01% of the portfolio, ranked #290.

Center for Financial Planning first reported a position in IAU in Q4 2019 and has held it in 27 quarters since. The position peaked at $74.9K in Q1 2026. 469 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Center for Financial Planning held 850 shares of iShares Gold Trust worth $64.2K as of Q2 2026.
Center for Financial Planning left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.01% of Center for Financial Planning's portfolio in Q2 2026, its #290 holding.
Center for Financial Planning first reported a position in iShares Gold Trust in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's iShares Gold Trust position peaked at $74.9K in Q1 2026.
469 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.