Creative Planning
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Creative Planning’s iShares Gold Trust Micro IAUM Stock Holding History

Creative Planning’s Portfolio IAUM Stock Details IAUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.03M Buy
50,662
+6,095
+14% +$274K ﹤0.01% 2074
2026
Q1 		$2.08M Buy
44,567
+11,756
+36% +$571K ﹤0.01% 1856
2025
Q4 		$1.41M Buy
32,811
+14,652
+81% +$606K ﹤0.01% 2005
2025
Q3 		$699K Buy
+18,159
New +$627K ﹤0.01% 2431

Other funds holding IAUM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Creative Planning's IAUM Position: Q2 2026 in Review

Creative Planning increased its iShares Gold Trust Micro (IAUM) stake by 14% in Q2 2026, buying an estimated $274K and bringing the position to 50,662 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

Creative Planning first reported a position in IAUM in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.08M in Q1 2026. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

  • Creative Planning held 50,662 shares of iShares Gold Trust Micro worth $2.03M as of Q2 2026.
  • Creative Planning bought 6,095 iShares Gold Trust Micro shares in Q2 2026, an estimated $274K.
  • iShares Gold Trust Micro made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2074 holding.
  • Creative Planning first reported a position in iShares Gold Trust Micro in Q3 2025 and has held it in 4 quarters since.
  • Creative Planning's iShares Gold Trust Micro position peaked at $2.08M in Q1 2026.
  • 259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.