EFP
IAU icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Envision Financial Planning's IAU Position: Q1 2026 in Review

Envision Financial Planning increased its iShares Gold Trust (IAU) stake by 9.8% in Q1 2026, buying an estimated $46.4K and bringing the position to 5,667 shares worth $500K. The position accounts for 0.18% of the portfolio, ranked #38.

Envision Financial Planning first reported a position in IAU in Q4 2023 and has held it in 10 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Envision Financial Planning held 5,667 shares of iShares Gold Trust worth $500K as of Q1 2026.
  • Envision Financial Planning bought 506 iShares Gold Trust shares in Q1 2026, an estimated $46.4K.
  • iShares Gold Trust made up 0.18% of Envision Financial Planning's portfolio in Q1 2026, its #38 holding.
  • Envision Financial Planning first reported a position in iShares Gold Trust in Q4 2023 and has held it in 10 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Envision Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.