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WealthPlan Investment Management’s iShares Gold Trust IAU Stock Holding History

WealthPlan Investment Management’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 		$290K Sell
3,839
-843
-18% -$71.6K 0.01% 402
2026
Q1 		$413K Buy
4,682
+32
+0.7% +$2.94K 0.02% 332
2025
Q4 		$377K Sell
4,650
-285
-6% -$22.3K 0.02% 293
2025
Q3 		$359K Sell
4,935
-20,879
-81% -$1.36M 0.02% 253
2025
Q2 		$1.61M Buy
+25,814
New +$1.6M 0.12% 139

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WealthPlan Investment Management's IAU Position: Q2 2026 in Review

WealthPlan Investment Management reduced its iShares Gold Trust (IAU) stake by 18% in Q2 2026, selling an estimated $71.6K and leaving 3,839 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #402.

WealthPlan Investment Management first reported a position in IAU in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.61M in Q2 2025. 807 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • WealthPlan Investment Management held 3,839 shares of iShares Gold Trust worth $290K as of Q2 2026.
  • WealthPlan Investment Management sold 843 iShares Gold Trust shares in Q2 2026, an estimated $71.6K.
  • iShares Gold Trust made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #402 holding.
  • WealthPlan Investment Management first reported a position in iShares Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • WealthPlan Investment Management's iShares Gold Trust position peaked at $1.61M in Q2 2025.
  • 807 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.