Creative Planning

Position in IAU — Ishares Gold Trust

CIK 1540235 OVERLAND PARK, KS

Position in IAU

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$72,393,729

+$8,203,845 QoQ

Shares Held

821,163

+3.8% QoQ

Ownership

0.099%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$72,393,729	821,163	+3.8%	Shares	Defined	2026-05-12
2025-12-31	$64,189,884	790,808	-0.0%	Shares	Sole	2026-02-17
2025-09-30	$57,558,013	790,958	+3.5%	Shares	Sole	2025-11-14
2025-06-30	$47,652,018	764,144	+0.0%	Shares	Defined	2025-08-08
2025-03-31	$45,038,245	763,878	+0.7%	Shares	Sole	2025-05-15
2024-12-31	$37,553,532	758,504	-4.8%	Shares	Defined	2025-02-14
2024-09-30	$39,613,931	797,061	-0.1%	Shares	Defined	2024-10-11
2024-06-30	$35,058,071	798,044	+1.2%	Shares	Defined	2024-08-15
2024-03-31	$33,118,120	788,339	-2.3%	Shares	Defined	2024-05-13
2023-12-31	$31,479,763	806,553	-0.7%	Shares	Defined	2024-02-14
2023-09-30	$28,429,794	812,512	-8.9%	Shares	Defined	2023-11-16
2023-06-30	$32,459,806	891,998	-4.3%	Shares	Defined	2023-07-21
2023-03-31	$34,819,422	931,748	-21.1%	Shares	Sole	2023-05-15
2022-12-31	$40,828,790	1,180,364	-10.8%	Shares	Sole	2023-02-10
2022-09-30	$41,738,814	1,323,781	-7.2%	Shares	Sole	2022-11-03
2022-06-30	$48,938,411	1,426,360	+3.1%	Shares	Sole	2022-08-15
2022-03-31	$50,938,615	1,383,074	+6.3%	Shares	Sole	2022-05-16
2021-12-31	$45,284,363	1,300,901	-11.1%	Shares	Sole	2022-02-11
2021-09-30	$48,897,138	1,463,548	-40.3%	Shares	Sole	2021-11-10
2021-06-30	$82,602,275	2,450,379	—	Shares	Sole	2021-08-04
No filing history on record for this holder in this stock.