XY Planning Network
IAU icon

XY Planning Network’s iShares Gold Trust IAU Stock Holding History

XY Planning Network’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
Q3 		$334K Buy
4,276
+536
+14% +$43K 0.04% 304
2026
Q2 		$282K Buy
3,740
+474
+15% +$40.2K 0.04% 292
2026
Q1 		$293K Sell
3,266
-337
-9% -$30.9K 0.05% 238
2025
Q4 		$292K Buy
+3,603
New +$282K 0.05% 224

Other funds holding IAU

Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cadinha & Co
Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return

XY Planning Network's IAU Position: Q3 2026 in Review

XY Planning Network increased its iShares Gold Trust (IAU) stake by 14% in Q3 2026, buying an estimated $43K and bringing the position to 4,276 shares worth $334K. The position accounts for 0.04% of the portfolio, ranked #304.

XY Planning Network first reported a position in IAU in Q4 2025 and has held it in 4 quarters since. 641 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • XY Planning Network held 4,276 shares of iShares Gold Trust worth $334K as of Q3 2026.
  • XY Planning Network bought 536 iShares Gold Trust shares in Q3 2026, an estimated $43K.
  • iShares Gold Trust made up 0.04% of XY Planning Network's portfolio in Q3 2026, its #304 holding.
  • XY Planning Network first reported a position in iShares Gold Trust in Q4 2025 and has held it in 4 quarters since.
  • 641 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.