Creative Planning

SEC CIK: 0001540235
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

IAUM holding history

iShares Gold Trust Micro 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.

IAUM overview All 13F holders of IAUM Full Q2 2026 holdings

Shares (Q2 2026): 50,662
Value: $2.03M
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of IAUM by Creative Planning, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	50,662	$2.03M	<0.1%	+6,095+13.7%	Added	Holders
Q1 2026	44,567	$2.08M	<0.1%	+11,756+35.8%	Added	Holders
Q4 2025	32,811	$1.41M	<0.1%	+14,652+80.7%	Added	Holders
Q3 2025	18,159	$699.1K	<0.1%	+18,159	New	Holders