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Holistic Planning’s iShares Gold Trust IAU Stock Holding History

Holistic 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 		$2.37M Buy
26,889
+8,658
+47% +$794K 0.47% 43
2025
Q4 		$1.48M Buy
+18,231
New +$1.43M 0.32% 71

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

Holistic Planning's IAU Position: Q1 2026 in Review

Holistic Planning increased its iShares Gold Trust (IAU) stake by 47% in Q1 2026, buying an estimated $794K and bringing the position to 26,889 shares worth $2.37M. The position accounts for 0.47% of the portfolio, ranked #43.

Holistic Planning first reported a position in IAU in Q4 2025 and has held it in 2 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Holistic Planning held 26,889 shares of iShares Gold Trust worth $2.37M as of Q1 2026.
  • Holistic Planning bought 8,658 iShares Gold Trust shares in Q1 2026, an estimated $794K.
  • iShares Gold Trust made up 0.47% of Holistic Planning's portfolio in Q1 2026, its #43 holding.
  • Holistic Planning first reported a position in iShares Gold Trust in Q4 2025 and has held it in 2 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.