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Plancorp LLC’s iShares Gold Trust IAU Stock Holding History

Plancorp LLC’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 		$1.54M Buy
+20,517
New +$1.74M 0.04% 153

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
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

Plancorp LLC's IAU Position: Q2 2026 in Review

Plancorp LLC opened a new position in iShares Gold Trust (IAU) in Q2 2026: 20,517 shares worth $1.54M. The stake represents 0.04% of the portfolio and ranks #153 among its holdings.

597 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Plancorp LLC held 20,517 shares of iShares Gold Trust worth $1.54M as of Q2 2026.
  • iShares Gold Trust was a new Plancorp LLC position in Q2 2026.
  • iShares Gold Trust made up 0.04% of Plancorp LLC's portfolio in Q2 2026, its #153 holding.
  • 597 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.