Hoxton Planning & Management’s iShares Gold Trust IAU Stock Holding History

Hoxton Planning & Management’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 Q3	$893K	Buy	11,428 +843	+8%	+$67.6K	0.23%	76
2026 Q2	$799K	Buy	10,585 +1,799	+20%	+$153K	0.21%	82
2026 Q1	$775K	Sell	8,786 -13,268	-60%	-$1.22M	0.23%	74
2025 Q4	$1.79M	Sell	22,054 -1,368	-6%	-$107K	0.54%	41
2025 Q3	$1.7M	Buy	23,422 +8,959	+62%	+$584K	0.55%	39
2025 Q2	$902K	Sell	14,463 -6,432	-31%	-$399K	0.31%	66
2025 Q1	$1.23M	Buy	20,895 +9,880	+90%	+$534K	0.47%	45
2024 Q4	$545K	Buy	+11,015	New	+$553K	0.21%	94

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Hoxton Planning & Management's IAU Position: Q3 2026 in Review

Hoxton Planning & Management increased its iShares Gold Trust (IAU) stake by 8% in Q3 2026, buying an estimated $67.6K and bringing the position to 11,428 shares worth $893K. The position accounts for 0.23% of the portfolio, ranked #76.

Hoxton Planning & Management first reported a position in IAU in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.79M in Q4 2025. 860 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Hoxton Planning & Management held 11,428 shares of iShares Gold Trust worth $893K as of Q3 2026.
Hoxton Planning & Management bought 843 iShares Gold Trust shares in Q3 2026, an estimated $67.6K.
iShares Gold Trust made up 0.23% of Hoxton Planning & Management's portfolio in Q3 2026, its #76 holding.
Hoxton Planning & Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 8 quarters since.
Hoxton Planning & Management's iShares Gold Trust position peaked at $1.79M in Q4 2025.
860 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.