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RCS Financial Planning’s iShares Gold Trust IAU Stock Holding History

RCS Financial Planning’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
Q1 		– Sell
-16,797
Closed -$1.36M – 102
2025
Q4 		$1.36M Buy
16,797
+396
+2% +$31K 0.59% 35
2025
Q3 		$1.19M Buy
16,401
+6,912
+73% +$451K 0.53% 35
2025
Q2 		$592K Sell
9,489
-2,806
-23% -$174K 0.29% 52
2025
Q1 		$725K Buy
12,295
+6,921
+129% +$374K 0.38% 42
2024
Q4 		$266K Buy
+5,374
New +$270K 0.14% 68

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

RCS Financial Planning's IAU Position: Q1 2026 in Review

RCS Financial Planning sold out of iShares Gold Trust (IAU) in Q1 2026, closing a stake of 16,797 shares — an estimated $1.36M sold.

RCS Financial Planning first reported a position in IAU in Q4 2024 and held it in 5 quarters. The position peaked at $1.36M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • RCS Financial Planning reported no remaining iShares Gold Trust position as of Q1 2026 after selling out during the quarter.
  • RCS Financial Planning sold 16,797 iShares Gold Trust shares in Q1 2026, an estimated $1.36M.
  • RCS Financial Planning first reported a position in iShares Gold Trust in Q4 2024 and held it in 5 quarters.
  • RCS Financial Planning's iShares Gold Trust position peaked at $1.36M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.