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Livermore
Livermore
ZHEN

Capital Planning Advisors, LLC

SEC CIK
0001631941
Latest filing
May 14, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Capital Planning Advisors, LLC, 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 Q1 2026 holdings

Shares (Q1 2026)
8,464
Value
$746.2K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of IAU by Capital Planning Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20268,464$746.2K0.1%00.0%UnchangedHolders
Q4 20258,464$687.0K0.1%00.0%UnchangedHolders
Q3 20258,464$615.9K0.1%00.0%UnchangedHolders
Q2 20258,464$527.8K0.1%00.0%UnchangedHolders
Q1 20258,464$499.0K0.1%00.0%UnchangedHolders
Q4 20248,464$419.1K0.1%−778−8.4%ReducedHolders
Q3 20249,242$459.3K0.1%−282−3.0%ReducedHolders
Q2 20249,524$418.4K0.1%−1,116−10.5%ReducedHolders
Q1 202410,640$447.0K0.1%−270−2.5%ReducedHolders
Q4 202310,910$425.8K0.1%−435−3.8%ReducedHolders
Q3 202311,345$397.0K0.1%+150+1.3%AddedHolders
Q2 202311,195$407.4K0.1%00.0%UnchangedHolders
Q1 202311,195$418.4K0.1%−341−3.0%ReducedHolders
Q4 202211,536$399.0K0.1%−171−1.5%ReducedHolders
Q3 202211,707$369.0K0.1%−1,300−10.0%ReducedHolders
Q2 202213,007$446.0K0.1%00.0%UnchangedHolders
Q1 202213,007$479.0K0.1%+300+2.4%AddedHolders
Q4 202112,707$442.0K0.1%00.0%UnchangedHolders
Q3 202112,707$425.0K0.1%−28−0.2%ReducedHolders
Q2 202112,735$429.0K0.1%00.0%UnchangedConverted for a 1-for-2 splitHolders
Q1 202125,472$414.0K0.1%––Holders

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