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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
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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 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
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

XY Planning Network's IAU Position: Q2 2026 in Review

XY Planning Network increased its iShares Gold Trust (IAU) stake by 15% in Q2 2026, buying an estimated $40.2K and bringing the position to 3,740 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #292.

XY Planning Network first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $293K in Q1 2026. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • XY Planning Network held 3,740 shares of iShares Gold Trust worth $282K as of Q2 2026.
  • XY Planning Network bought 474 iShares Gold Trust shares in Q2 2026, an estimated $40.2K.
  • iShares Gold Trust made up 0.04% of XY Planning Network's portfolio in Q2 2026, its #292 holding.
  • XY Planning Network first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • XY Planning Network's iShares Gold Trust position peaked at $293K in Q1 2026.
  • 668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.