HPM
IAU icon

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
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

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Hoxton Planning & Management's IAU Position: Q2 2026 in Review

Hoxton Planning & Management increased its iShares Gold Trust (IAU) stake by 20% in Q2 2026, buying an estimated $153K and bringing the position to 10,585 shares worth $799K. The position accounts for 0.21% of the portfolio, ranked #82.

Hoxton Planning & Management first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.79M in Q4 2025. 403 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Hoxton Planning & Management held 10,585 shares of iShares Gold Trust worth $799K as of Q2 2026.
  • Hoxton Planning & Management bought 1,799 iShares Gold Trust shares in Q2 2026, an estimated $153K.
  • iShares Gold Trust made up 0.21% of Hoxton Planning & Management's portfolio in Q2 2026, its #82 holding.
  • Hoxton Planning & Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Hoxton Planning & Management's iShares Gold Trust position peaked at $1.79M in Q4 2025.
  • 403 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.