Envision Financial Planning’s iShares Gold Trust IAU Stock Holding History

Envision 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	$565K	Buy	7,489 +1,822	+32%	+$155K	0.18%	39
2026 Q1	$500K	Buy	5,667 +506	+10%	+$46.4K	0.18%	38
2025 Q4	$419K	Buy	5,161 +529	+11%	+$41.4K	0.16%	39
2025 Q3	$337K	Hold	4,632	–	–	0.14%	43
2025 Q2	$289K	Sell	4,632 -898	-16%	-$55.6K	0.14%	46
2025 Q1	$326K	Hold	5,530	–	–	0.17%	34
2024 Q4	$274K	Buy	5,530 +338	+7%	+$17K	0.14%	36
2024 Q3	$258K	Hold	5,192	–	–	0.14%	32
2024 Q2	$228K	Hold	5,192	–	–	0.17%	27
2024 Q1	$218K	Hold	5,192	–	–	0.18%	28
2023 Q4	$203K	Buy	+5,192	New	+$194K	0.18%	30

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Envision Financial Planning's IAU Position: Q2 2026 in Review

Envision Financial Planning increased its iShares Gold Trust (IAU) stake by 32% in Q2 2026, buying an estimated $155K and bringing the position to 7,489 shares worth $565K. The position accounts for 0.18% of the portfolio, ranked #39.

Envision Financial Planning first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Envision Financial Planning held 7,489 shares of iShares Gold Trust worth $565K as of Q2 2026.
Envision Financial Planning bought 1,822 iShares Gold Trust shares in Q2 2026, an estimated $155K.
iShares Gold Trust made up 0.18% of Envision Financial Planning's portfolio in Q2 2026, its #39 holding.
Envision Financial Planning first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Envision Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.