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Cornerstone Planning Group’s iShares Gold Trust IAU Stock Holding History

Cornerstone Planning Group’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 		$1.09M Buy
14,008
+2,159
+18% +$183K 0.14% 71
2026
Q1 		$1.02M Sell
11,849
-12,338
-51% -$1.13M 0.14% 73
2025
Q4 		$2.45M Buy
24,187
+1,323
+6% +$103K 0.38% 36
2025
Q3 		$1.73M Buy
22,864
+21,891
+2,250% +$1.43M 0.28% 47
2025
Q2 		$62K Sell
973
-345
-26% -$21.4K 0.01% 207
2025
Q1 		$81.9K Buy
1,318
+206
+19% +$11.1K 0.02% 164
2024
Q4 		$57.6K Buy
1,112
+172
+18% +$8.64K 0.01% 169
2024
Q3 		$49.2K Hold
940
– – 0.01% 191
2024
Q2 		$42.8K Hold
940
– – 0.01% 224
2024
Q1 		$40.9K Sell
940
-68
-7% -$2.67K 0.01% 196
2023
Q4 		$39.3K Sell
1,008
-25
-2% -$935 0.01% 217
2023
Q3 		$36.1K Hold
1,033
– – 0.01% 217
2023
Q2 		$37.6K Buy
+1,033
New +$38.7K 0.01% 296
2022
Q4 		$27K Buy
+736
New +$24.2K 0.01% 368

Other funds holding IAU

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cornerstone Planning Group's IAU Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares Gold Trust (IAU) stake by 18% in Q2 2026, buying an estimated $183K and bringing the position to 14,008 shares worth $1.09M. The position accounts for 0.14% of the portfolio, ranked #71.

Cornerstone Planning Group first reported a position in IAU in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.45M in Q4 2025. 1,300 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Cornerstone Planning Group held 14,008 shares of iShares Gold Trust worth $1.09M as of Q2 2026.
  • Cornerstone Planning Group bought 2,159 iShares Gold Trust shares in Q2 2026, an estimated $183K.
  • iShares Gold Trust made up 0.14% of Cornerstone Planning Group's portfolio in Q2 2026, its #71 holding.
  • Cornerstone Planning Group first reported a position in iShares Gold Trust in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's iShares Gold Trust position peaked at $2.45M in Q4 2025.
  • 1,300 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.