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Livermore
Livermore
ZHEN

PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

IAU holding history

iShares Gold Trust in every 13F filed by PDS Planning, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IAU overviewAll 13F holders of IAUFull Q2 2026 holdings

Shares (Q2 2026)
13,352
Value
$1.01M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of IAU by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,352$1.01M0.1%+51+0.4%AddedHolders
Q1 202613,301$1.17M0.1%+25+0.2%AddedHolders
Q4 202513,276$1.08M0.1%+729+5.8%AddedHolders
Q3 202512,547$913.1K0.1%+20.0%AddedHolders
Q2 202512,545$782.3K0.1%+40.0%AddedHolders
Q1 202512,541$739.4K0.1%+75+0.6%AddedHolders
Q4 202412,466$617.2K0.1%+275+2.3%AddedHolders
Q3 202412,191$605.9K0.1%+103+0.9%AddedHolders
Q2 202412,088$531.0K0.1%+15+0.1%AddedHolders
Q1 202412,073$507.2K0.1%−88−0.7%ReducedHolders
Q4 202312,161$474.6K0.1%+70+0.6%AddedHolders
Q3 202312,091$423.1K0.1%+41+0.3%AddedHolders
Q2 202312,050$438.5K0.1%+9+0.1%AddedHolders
Q1 202312,041$450.0K0.1%−189−1.5%ReducedHolders
Q4 202212,230$423.0K0.1%+11+0.1%AddedHolders
Q3 202212,219$385.0K0.1%+10+0.1%AddedHolders
Q2 202212,209$419.0K0.1%+476+4.1%AddedHolders
Q1 202211,733$432.0K0.1%00.0%UnchangedHolders
Q4 202111,733$408.0K0.1%00.0%UnchangedHolders
Q3 202111,733$392.0K0.1%−533−4.3%ReducedHolders
Q2 202112,266$413.0K0.1%−104−0.8%ReducedConverted for a 1-for-2 splitHolders
Q1 202124,739$402.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.