Planning Project LLC’s iShares Gold Trust IAU Stock Holding History

Planning Project 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
2025 Q4	$104K	Buy	+1,282	New	+$100K	0.03%	45

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Planning Project LLC's IAU Position: Q4 2025 in Review

Planning Project LLC opened a new position in iShares Gold Trust (IAU) in Q4 2025: 1,282 shares worth $104K. The stake represents 0.03% of the portfolio and ranks #45 among its holdings.

1,928 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

Planning Project LLC held 1,282 shares of iShares Gold Trust worth $104K as of Q4 2025.
iShares Gold Trust was a new Planning Project LLC position in Q4 2025.
iShares Gold Trust made up 0.03% of Planning Project LLC's portfolio in Q4 2025, its #45 holding.
1,928 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.