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Decker Retirement Planning’s iShares Gold Trust IAU Stock Holding History

Decker Retirement 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 		$68K Buy
900
+1
+0.1% +$85 0.02% 103
2026
Q1 		$79.3K Sell
899
-1,008
-53% -$92.5K 0.04% 82
2025
Q4 		$155K Buy
1,907
+84
+5% +$6.57K 0.08% 77
2025
Q3 		$133K Buy
+1,823
New +$119K 0.07% 81

Other funds holding IAU

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Decker Retirement Planning's IAU Position: Q2 2026 in Review

Decker Retirement Planning increased its iShares Gold Trust (IAU) stake by 0.11% in Q2 2026, buying an estimated $85 and bringing the position to 900 shares worth $68K. The position accounts for 0.02% of the portfolio, ranked #103.

Decker Retirement Planning first reported a position in IAU in Q3 2025 and has held it in 4 quarters since. The position peaked at $155K in Q4 2025. 807 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Decker Retirement Planning held 900 shares of iShares Gold Trust worth $68K as of Q2 2026.
  • Decker Retirement Planning bought 1 iShares Gold Trust share in Q2 2026, an estimated $85.
  • iShares Gold Trust made up 0.02% of Decker Retirement Planning's portfolio in Q2 2026, its #103 holding.
  • Decker Retirement Planning first reported a position in iShares Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Decker Retirement Planning's iShares Gold Trust position peaked at $155K in Q4 2025.
  • 807 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Decker Retirement Planning's 13F filing for Q2 2026, filed 16 Jul 2026.