Plan Group Financial
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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
Q3 		$7.8M Buy
100,770
+37,106
+58% +$2.97M 1.53% 18
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

Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cadinha & Co
Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return

Plan Group Financial's IAU Position: Q3 2026 in Review

Plan Group Financial increased its iShares Gold Trust (IAU) stake by 58% in Q3 2026, buying an estimated $2.97M and bringing the position to 100,770 shares worth $7.8M. The position accounts for 1.53% of the portfolio, ranked #18.

Plan Group Financial first reported a position in IAU in Q2 2022 and has held it in 15 quarters since. 661 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Plan Group Financial held 100,770 shares of iShares Gold Trust worth $7.8M as of Q3 2026.
  • Plan Group Financial bought 37,106 iShares Gold Trust shares in Q3 2026, an estimated $2.97M.
  • iShares Gold Trust made up 1.53% of Plan Group Financial's portfolio in Q3 2026, its #18 holding.
  • Plan Group Financial first reported a position in iShares Gold Trust in Q2 2022 and has held it in 15 quarters since.
  • 661 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.