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Creative Planning

Position in IAU — Ishares Gold Trust

CIK 1540235 OVERLAND PARK, KS

Position in IAU

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$59,839,484
-$12,554,245 QoQ
Shares Held
792,471
-3.5% QoQ
Ownership
0.100%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#80
of 1,904 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in IAU Over Time

Shares Held

Position Value (USD)

All Filings in IAU

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $59,839,484 792,471
2026-03-31 $72,393,729 821,163
2025-12-31 $64,189,884 790,808
2025-09-30 $57,558,013 790,958
2025-06-30 $47,652,018 764,144
2025-03-31 $45,038,245 763,878
2024-12-31 $37,553,532 758,504
2024-09-30 $39,613,931 797,061
2024-06-30 $35,058,071 798,044
2024-03-31 $33,118,120 788,339
2023-12-31 $31,479,763 806,553
2023-09-30 $28,429,794 812,512
2023-06-30 $32,459,806 891,998
2023-03-31 $34,819,422 931,748
2022-12-31 $40,828,790 1,180,364
2022-09-30 $41,738,814 1,323,781
2022-06-30 $48,938,411 1,426,360
2022-03-31 $50,938,615 1,383,074
2021-12-31 $45,284,363 1,300,901
2021-09-30 $48,897,138 1,463,548
2021-06-30 $82,602,275 2,450,379
2021-03-31 $14,823,737 911,669
2020-12-31 $16,260,126 896,863
2020-09-30 $9,930,695 552,012
2020-06-30 $6,465,697 380,559
2020-03-31 $5,098,090 338,294