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Plan Group Financial’s iShares Gold Trust IAU Stock Holding History

Plan Group Financial’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 		$4.81M Sell
63,664
-5,472
-8% -$464K 0.99% 29
2026
Q1 		$6.1M Buy
69,136
+12,108
+21% +$1.11M 1.43% 16
2025
Q4 		$4.63M Sell
57,028
-2,185
-4% -$171K 1.2% 28
2025
Q3 		$4.31M Buy
59,213
+4,067
+7% +$265K 1.16% 26
2025
Q2 		$3.44M Buy
55,146
+2,194
+4% +$136K 1.13% 27
2025
Q1 		$3.12M Buy
52,952
+8,394
+19% +$454K 1.11% 22
2024
Q4 		$2.21M Buy
44,558
+1,690
+4% +$84.9K 1.17% 19
2024
Q3 		$2.13M Sell
42,868
-3,570
-8% -$167K 1.13% 19
2024
Q2 		$2.04M Sell
46,438
-1,171
-2% -$51.7K 1.25% 19
2024
Q1 		$2M Buy
47,609
+15,320
+47% +$601K 1.31% 19
2023
Q4 		$1.26M Sell
32,289
-15,305
-32% -$573K 1.11% 22
2023
Q3 		$1.67M Buy
47,594
+40,040
+530% +$1.46M 1.2% 21
2023
Q2 		$275K Buy
+7,554
New +$283K 0.23% 54
2022
Q2 		$1.98M Buy
+57,649
New +$2.05M 3.4% 7

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

Plan Group Financial's IAU Position: Q2 2026 in Review

Plan Group Financial reduced its iShares Gold Trust (IAU) stake by 7.9% in Q2 2026, selling an estimated $464K and leaving 63,664 shares worth $4.81M. The position accounts for 0.99% of the portfolio, ranked #29.

Plan Group Financial first reported a position in IAU in Q2 2022 and has held it in 14 quarters since. The position peaked at $6.1M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Plan Group Financial held 63,664 shares of iShares Gold Trust worth $4.81M as of Q2 2026.
  • Plan Group Financial sold 5,472 iShares Gold Trust shares in Q2 2026, an estimated $464K.
  • iShares Gold Trust made up 0.99% of Plan Group Financial's portfolio in Q2 2026, its #29 holding.
  • Plan Group Financial first reported a position in iShares Gold Trust in Q2 2022 and has held it in 14 quarters since.
  • Plan Group Financial's iShares Gold Trust position peaked at $6.1M in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.