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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
Q2 		$1.08M Sell
14,348
-12,541
-47% -$1.06M 0.17% 123
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 $1.55T 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

Holistic Planning's IAU Position: Q2 2026 in Review

Holistic Planning reduced its iShares Gold Trust (IAU) stake by 47% in Q2 2026, selling an estimated $1.06M and leaving 14,348 shares worth $1.08M. The position accounts for 0.17% of the portfolio, ranked #123.

Holistic Planning first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.37M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Holistic Planning held 14,348 shares of iShares Gold Trust worth $1.08M as of Q2 2026.
  • Holistic Planning sold 12,541 iShares Gold Trust shares in Q2 2026, an estimated $1.06M.
  • iShares Gold Trust made up 0.17% of Holistic Planning's portfolio in Q2 2026, its #123 holding.
  • Holistic Planning first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Holistic Planning's iShares Gold Trust position peaked at $2.37M in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.