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New England Professional Planning Group’s iShares Gold Trust IAU Stock Holding History

New England Professional Planning Group’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 		$228K Hold
3,025
– – 0.09% 44
2026
Q1 		$267K Hold
3,025
– – 0.11% 36
2025
Q4 		$246K Buy
+3,025
New +$237K 0.1% 41

Other funds holding IAU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

New England Professional Planning Group's IAU Position: Q2 2026 in Review

New England Professional Planning Group held its iShares Gold Trust (IAU) position steady in Q2 2026 at 3,025 shares worth $228K. The position accounts for 0.09% of the portfolio, ranked #44.

New England Professional Planning Group first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $267K in Q1 2026. 1,131 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • New England Professional Planning Group held 3,025 shares of iShares Gold Trust worth $228K as of Q2 2026.
  • New England Professional Planning Group left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.09% of New England Professional Planning Group's portfolio in Q2 2026, its #44 holding.
  • New England Professional Planning Group first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • New England Professional Planning Group's iShares Gold Trust position peaked at $267K in Q1 2026.
  • 1,131 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.