Back to IAU
Plan Group Financial, LLC → IAU
Plan Group Financial, LLC IAU Position History
iShares Gold Trust • Financial Services
Quarters held
5
Latest value
$7.8M
Q3 2026
Peak value
$7.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.3M |
| Q4 2025 | $4.6M |
| Q1 2026 | $6.1M |
| Q2 2026 | $4.8M |
| Q3 2026 | $7.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.8M | 100.8K | — | — |
| Q2 2026 | $4.8M | 63.7K | — | — |
| Q1 2026 | $6.1M | 69.1K | — | — |
| Q4 2025 | $4.6M | 57.0K | — | — |
| Q3 2025 | $4.3M | 59.2K | — | — |
Other funds holding IAU
$17.2B
$15.1B
$11.1B
$10.7B
$10.3B
$9.9B