Estate Planners Group’s iShares Gold Trust IAU Stock Holding History

Estate Planners Group’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	–	Sell	-989	Closed	-$80.3K	–	211
2025 Q4	$80.3K	Buy	+989	New	+$77.3K	0.03%	108

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Estate Planners Group's IAU Position: Q1 2026 in Review

Estate Planners Group sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 989 shares — an estimated $80.3K sold.

Estate Planners Group first reported a position in IAU in Q4 2025 and held it in 1 quarter. The position peaked at $80.3K in Q4 2025. 1,970 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Estate Planners Group reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 989 iShares Gold Trust shares in Q1 2026, an estimated $80.3K.
Estate Planners Group first reported a position in iShares Gold Trust in Q4 2025 and held it in 1 quarter.
Estate Planners Group's iShares Gold Trust position peaked at $80.3K in Q4 2025.
1,970 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.