Spectrum Planning & Advisory Services’s iShares Gold Trust IAU Stock Holding History

Spectrum Planning & Advisory Services’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	$1.1M	Buy	14,573 +2,036	+16%	+$173K	0.49%	41
2026 Q1	$1.11M	Sell	12,537 -18,902	-60%	-$1.73M	0.55%	39
2025 Q4	$2.55M	Sell	31,439 -2,346	-7%	-$183K	1.31%	23
2025 Q3	$2.46M	Buy	33,785 +10,824	+47%	+$706K	1.39%	23
2025 Q2	$1.43M	Buy	22,961 +12,362	+117%	+$766K	0.93%	29
2025 Q1	$625K	Buy	+10,599	New	+$573K	0.52%	34

Other funds holding IAU

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWM

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

MSWM

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

CCG

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Spectrum Planning & Advisory Services's IAU Position: Q2 2026 in Review

Spectrum Planning & Advisory Services increased its iShares Gold Trust (IAU) stake by 16% in Q2 2026, buying an estimated $173K and bringing the position to 14,573 shares worth $1.1M. The position accounts for 0.49% of the portfolio, ranked #41.

Spectrum Planning & Advisory Services first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.55M in Q4 2025. 348 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Spectrum Planning & Advisory Services held 14,573 shares of iShares Gold Trust worth $1.1M as of Q2 2026.
Spectrum Planning & Advisory Services bought 2,036 iShares Gold Trust shares in Q2 2026, an estimated $173K.
iShares Gold Trust made up 0.49% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #41 holding.
Spectrum Planning & Advisory Services first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
Spectrum Planning & Advisory Services's iShares Gold Trust position peaked at $2.55M in Q4 2025.
348 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.