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WealthPLAN Partners’s iShares Gold Trust IAU Stock Holding History

WealthPLAN Partners’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 		$220K Sell
2,919
-172
-6% -$14.6K 0.04% 207
2026
Q1 		$273K Sell
3,091
-705
-19% -$64.7K 0.05% 198
2025
Q4 		$308K Buy
3,796
+326
+9% +$25.5K 0.05% 233
2025
Q3 		$253K Sell
3,470
-611
-15% -$39.9K 0.04% 228
2025
Q2 		$254K Sell
4,081
-49
-1% -$3.04K 0.04% 234
2025
Q1 		$244K Buy
+4,130
New +$223K 0.03% 230
2023
Q3 		– Sell
-3,736
Closed -$136K – 673
2023
Q2 		$136K Sell
3,736
-42
-1% -$1.57K 0.02% 348
2023
Q1 		$141K Buy
+3,778
New +$136K 0.02% 360
2017
Q2 		– Sell
-1,800
Closed -$43.6K – 292
2017
Q1 		$43.6K Buy
+1,800
New +$42.3K 0.15% 120
2016
Q3 		$212K Buy
8,667
+176
+2% +$4.53K 0.07% 139
2016
Q2 		$100K Buy
+8,491
New +$206K 0.01% 612
2015
Q4 		$12.5K Buy
+1,833
New +$39.1K ﹤0.01% 1079
2015
Q2 		– Sell
-407
Closed -$9K – 470
2015
Q1 		$9K Buy
+407
New +$9.6K ﹤0.01% 385

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $2.3T AUM 54.33% 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

WealthPLAN Partners's IAU Position: Q2 2026 in Review

WealthPLAN Partners reduced its iShares Gold Trust (IAU) stake by 5.6% in Q2 2026, selling an estimated $14.6K and leaving 2,919 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #207.

WealthPLAN Partners first reported a position in IAU in Q1 2015 and has held it in 13 quarters since. The position peaked at $308K in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • WealthPLAN Partners held 2,919 shares of iShares Gold Trust worth $220K as of Q2 2026.
  • WealthPLAN Partners sold 172 iShares Gold Trust shares in Q2 2026, an estimated $14.6K.
  • iShares Gold Trust made up 0.04% of WealthPLAN Partners's portfolio in Q2 2026, its #207 holding.
  • WealthPLAN Partners first reported a position in iShares Gold Trust in Q1 2015 and has held it in 13 quarters since.
  • WealthPLAN Partners's iShares Gold Trust position peaked at $308K in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.