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Financial Life Planners’s iShares Gold Trust IAU Stock Holding History

Financial Life Planners’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 		$51K Hold
675
– – 0.03% 121
2026
Q1 		$59.5K Buy
+675
New +$61.9K 0.05% 104
2025
Q4 		– Sell
-675
Closed -$49.1K – 171
2025
Q3 		$49.1K Buy
+675
New +$44K 0.03% 126
2025
Q1 		– Sell
-675
Closed -$33.4K – 214
2024
Q4 		$33.4K Buy
+675
New +$33.9K 0.03% 153

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Financial Life Planners's IAU Position: Q2 2026 in Review

Financial Life Planners held its iShares Gold Trust (IAU) position steady in Q2 2026 at 675 shares worth $51K. The position accounts for 0.03% of the portfolio, ranked #121.

Financial Life Planners first reported a position in IAU in Q4 2024 and has held it in 4 quarters since. The position peaked at $59.5K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Financial Life Planners held 675 shares of iShares Gold Trust worth $51K as of Q2 2026.
  • Financial Life Planners left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.03% of Financial Life Planners's portfolio in Q2 2026, its #121 holding.
  • Financial Life Planners first reported a position in iShares Gold Trust in Q4 2024 and has held it in 4 quarters since.
  • Financial Life Planners's iShares Gold Trust position peaked at $59.5K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.