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Planned Solutions’s iShares Gold Trust IAU Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-1,591
Closed -$79.1K – 346
2024
Q3 		$79.1K Buy
+1,591
New +$74.5K 0.03% 238
2024
Q1 		– Sell
-1,496
Closed -$58.4K – 290
2023
Q4 		$58.4K Buy
+1,496
New +$56K 0.03% 266
2021
Q1 		– Sell
-1,487
Closed -$54K – 217
2020
Q4 		$54K Hold
1,487
– – 0.04% 183
2020
Q3 		$53K Buy
+1,487
New +$54.3K 0.05% 142

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Planned Solutions's IAU Position: Q4 2024 in Review

Planned Solutions sold out of iShares Gold Trust (IAU) in Q4 2024, closing a stake of 1,591 shares — an estimated $79.1K sold.

Planned Solutions first reported a position in IAU in Q3 2020 and held it in 4 quarters. The position peaked at $79.1K in Q3 2024. 1,410 funds tracked by Wall St. Rank hold IAU as of Q4 2024.

  • Planned Solutions reported no remaining iShares Gold Trust position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 1,591 iShares Gold Trust shares in Q4 2024, an estimated $79.1K.
  • Planned Solutions first reported a position in iShares Gold Trust in Q3 2020 and held it in 4 quarters.
  • Planned Solutions's iShares Gold Trust position peaked at $79.1K in Q3 2024.
  • 1,410 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.