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PDS Planning’s iShares Gold Trust IAU Stock Holding History

PDS 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 		$1.17M Buy
13,301
+25
+0.2% +$2.29K 0.08% 115
2025
Q4 		$1.08M Buy
13,276
+729
+6% +$57K 0.07% 131
2025
Q3 		$913K Buy
12,547
+2
+0% +$130 0.06% 143
2025
Q2 		$782K Buy
12,545
+4
+0% +$248 0.06% 160
2025
Q1 		$739K Buy
12,541
+75
+0.6% +$4.06K 0.06% 154
2024
Q4 		$617K Buy
12,466
+275
+2% +$13.8K 0.05% 156
2024
Q3 		$606K Buy
12,191
+103
+0.9% +$4.82K 0.05% 161
2024
Q2 		$531K Buy
12,088
+15
+0.1% +$663 0.05% 163
2024
Q1 		$507K Sell
12,073
-88
-0.7% -$3.45K 0.05% 160
2023
Q4 		$475K Buy
12,161
+70
+0.6% +$2.62K 0.05% 153
2023
Q3 		$423K Buy
12,091
+41
+0.3% +$1.5K 0.05% 154
2023
Q2 		$439K Buy
12,050
+9
+0.1% +$337 0.06% 152
2023
Q1 		$450K Sell
12,041
-189
-2% -$6.78K 0.06% 131
2022
Q4 		$423K Buy
12,230
+11
+0.1% +$361 0.07% 112
2022
Q3 		$385K Buy
12,219
+10
+0.1% +$328 0.07% 106
2022
Q2 		$419K Buy
12,209
+476
+4% +$16.9K 0.08% 109
2022
Q1 		$432K Hold
11,733
– – 0.08% 104
2021
Q4 		$408K Hold
11,733
– – 0.08% 104
2021
Q3 		$392K Sell
11,733
-533
-4% -$18.2K 0.09% 106
2021
Q2 		$413K Sell
12,266
-104
-0.8% -$3.6K 0.1% 98
2021
Q1 		$402K Buy
12,370
+250
+2% +$8.54K 0.12% 90
2020
Q4 		$439K Hold
12,120
– – 0.15% 75
2020
Q3 		$436K Hold
12,120
– – 0.18% 71
2020
Q2 		$412K Buy
+12,120
New +$397K 0.19% 72

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

PDS Planning's IAU Position: Q1 2026 in Review

PDS Planning increased its iShares Gold Trust (IAU) stake by 0.19% in Q1 2026, buying an estimated $2.29K and bringing the position to 13,301 shares worth $1.17M. The position accounts for 0.08% of the portfolio, ranked #115.

PDS Planning first reported a position in IAU in Q2 2020 and has held it in 24 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • PDS Planning held 13,301 shares of iShares Gold Trust worth $1.17M as of Q1 2026.
  • PDS Planning bought 25 iShares Gold Trust shares in Q1 2026, an estimated $2.29K.
  • iShares Gold Trust made up 0.08% of PDS Planning's portfolio in Q1 2026, its #115 holding.
  • PDS Planning first reported a position in iShares Gold Trust in Q2 2020 and has held it in 24 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.