Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Creative Planning, 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)
792,471
Value
$59.8M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of IAU by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026792,471$59.8M<0.1%−28,692−3.5%ReducedHolders
Q1 2026821,163$72.4M<0.1%+30,355+3.8%AddedHolders
Q4 2025790,808$64.2M<0.1%−1500.0%ReducedHolders
Q3 2025790,958$57.6M<0.1%+26,814+3.5%AddedHolders
Q2 2025764,144$47.7M<0.1%+2660.0%AddedHolders
Q1 2025763,878$45.0M<0.1%+5,374+0.7%AddedHolders
Q4 2024758,504$37.6M<0.1%−38,557−4.8%ReducedHolders
Q3 2024797,061$39.6M<0.1%−983−0.1%ReducedHolders
Q2 2024798,044$35.1M<0.1%+9,705+1.2%AddedHolders
Q1 2024788,339$33.1M<0.1%−18,214−2.3%ReducedHolders
Q4 2023806,553$31.5M0.1%−5,959−0.7%ReducedHolders
Q3 2023812,512$28.4M<0.1%−79,486−8.9%ReducedHolders
Q2 2023891,998$32.5M<0.1%−39,750−4.3%ReducedHolders
Q1 2023931,748$34.8M0.1%−248,616−21.1%ReducedHolders
Q4 20221,180,364$40.8M0.1%−143,417−10.8%ReducedHolders
Q3 20221,323,781$41.7M0.1%−102,579−7.2%ReducedHolders
Q2 20221,426,360$48.9M0.1%+43,286+3.1%AddedHolders
Q1 20221,383,074$50.9M0.1%+82,173+6.3%AddedHolders
Q4 20211,300,901$45.3M0.1%−162,647−11.1%ReducedHolders
Q3 20211,463,548$48.9M0.1%−986,831−40.3%ReducedHolders
Q2 20212,450,379$82.6M0.1%+1,994,545+437.6%AddedConverted for a 1-for-2 splitHolders
Q1 2021911,669$14.8M<0.1%––Holders

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