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

Sterling 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 		$20.7M Sell
235,289
-22,640
-9% -$2.08M 6.15% 1
2025
Q4 		$20.9M Sell
257,929
-15,430
-6% -$1.21M 6.31% 1
2025
Q3 		$19.9M Sell
273,359
-6,329
-2% -$413K 6.27% 1
2025
Q2 		$17.4M Sell
279,688
-24,339
-8% -$1.51M 5.83% 2
2025
Q1 		$17.9M Sell
304,027
-10,404
-3% -$563K 6.5% 1
2024
Q4 		$15.6M Sell
314,431
-15,475
-5% -$778K 5.73% 2
2024
Q3 		$16.4M Buy
329,906
+544
+0.2% +$25.5K 6.05% 2
2024
Q2 		$14.5M Sell
329,362
-18,742
-5% -$828K 5.87% 3
2024
Q1 		$14.6M Buy
348,104
+2,363
+0.7% +$92.6K 5.93% 2
2023
Q4 		$13.5M Sell
345,741
-281
-0.1% -$10.5K 5.84% 3
2023
Q3 		$12.1M Buy
346,022
+1,253
+0.4% +$45.7K 6.2% 2
2023
Q2 		$12.5M Sell
344,769
-2,977
-0.9% -$112K 6.22% 2
2023
Q1 		$13M Buy
347,746
+9,813
+3% +$352K 7.05% 1
2022
Q4 		$11.7M Buy
337,933
+11,239
+3% +$369K 6.98% 1
2022
Q3 		$10.3M Buy
326,694
+54,078
+20% +$1.77M 7.22% 1
2022
Q2 		$9.35M Buy
272,616
+2,590
+1% +$92.1K 6.57% 2
2022
Q1 		$9.95M Buy
270,026
+27,983
+12% +$1,000K 6.26% 2
2021
Q4 		$8.43M Buy
242,043
+18,898
+8% +$646K 5.27% 6
2021
Q3 		$7.46M Buy
223,145
+16,559
+8% +$564K 4.75% 6
2021
Q2 		$6.96M Buy
206,586
+23,138
+13% +$800K 4.52% 6
2021
Q1 		$5.97M Buy
183,448
+52,253
+40% +$1.79M 4.25% 7
2020
Q4 		$4.76M Buy
+131,195
New +$4.7M 3.83% 10

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

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

Sterling Financial Planning reduced its iShares Gold Trust (IAU) stake by 8.8% in Q1 2026, selling an estimated $2.08M and leaving 235,289 shares worth $20.7M. The position accounts for 6.15% of the portfolio, ranked #1.

Sterling Financial Planning first reported a position in IAU in Q4 2020 and has held it in 22 quarters since. The position peaked at $20.9M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Sterling Financial Planning held 235,289 shares of iShares Gold Trust worth $20.7M as of Q1 2026.
  • Sterling Financial Planning sold 22,640 iShares Gold Trust shares in Q1 2026, an estimated $2.08M.
  • iShares Gold Trust made up 6.15% of Sterling Financial Planning's portfolio in Q1 2026, its #1 holding.
  • Sterling Financial Planning first reported a position in iShares Gold Trust in Q4 2020 and has held it in 22 quarters since.
  • Sterling Financial Planning's iShares Gold Trust position peaked at $20.9M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.