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Cornerstone Planning’s iShares Gold Trust IAU Stock Holding History

Cornerstone 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 		$349K Buy
4,621
+873
+23% +$74.1K 0.08% 121
2026
Q1 		$330K Hold
3,748
– – 0.07% 122
2025
Q4 		$304K Buy
+3,748
New +$293K 0.07% 119
2024
Q4 		$271K Buy
+5,465
New +$275K 0.1% 109

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Cornerstone Planning's IAU Position: Q2 2026 in Review

Cornerstone Planning increased its iShares Gold Trust (IAU) stake by 23% in Q2 2026, buying an estimated $74.1K and bringing the position to 4,621 shares worth $349K. The position accounts for 0.08% of the portfolio, ranked #121.

Cornerstone Planning first reported a position in IAU in Q4 2024 and has held it in 4 quarters since. 1,898 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Cornerstone Planning held 4,621 shares of iShares Gold Trust worth $349K as of Q2 2026.
  • Cornerstone Planning bought 873 iShares Gold Trust shares in Q2 2026, an estimated $74.1K.
  • iShares Gold Trust made up 0.08% of Cornerstone Planning's portfolio in Q2 2026, its #121 holding.
  • Cornerstone Planning first reported a position in iShares Gold Trust in Q4 2024 and has held it in 4 quarters since.
  • 1,898 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Cornerstone Planning's 13F filing for Q2 2026, filed 30 Jul 2026.