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PlanVest Financial’s iShares Gold Trust IAU Stock Holding History

PlanVest 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 		$431K Sell
5,706
-680
-11% -$57.7K 0.29% 65
2026
Q1 		$563K Buy
+6,386
New +$586K 0.43% 44

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 $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

PlanVest Financial's IAU Position: Q2 2026 in Review

PlanVest Financial reduced its iShares Gold Trust (IAU) stake by 11% in Q2 2026, selling an estimated $57.7K and leaving 5,706 shares worth $431K. The position accounts for 0.29% of the portfolio, ranked #65.

PlanVest Financial first reported a position in IAU in Q1 2026 and has held it in 2 quarters since. The position peaked at $563K in Q1 2026. 1,834 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • PlanVest Financial held 5,706 shares of iShares Gold Trust worth $431K as of Q2 2026.
  • PlanVest Financial sold 680 iShares Gold Trust shares in Q2 2026, an estimated $57.7K.
  • iShares Gold Trust made up 0.29% of PlanVest Financial's portfolio in Q2 2026, its #65 holding.
  • PlanVest Financial first reported a position in iShares Gold Trust in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's iShares Gold Trust position peaked at $563K in Q1 2026.
  • 1,834 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.