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Hoxton Planning & Management, LLC

SEC CIK
0001954782
Latest filing
Jul 16, 2026

IAU holding history

iShares Gold Trust in every 13F filed by Hoxton Planning & Management, 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 Q2 2026 holdings

Shares (Q2 2026)
10,585
Value
$799.3K
% of portfolio
0.2%
Quarters held
7
Since Q4 2024
Holdings of IAU by Hoxton Planning & Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,585$799.3K0.2%+1,799+20.5%AddedHolders
Q1 20268,786$774.6K0.2%−13,268−60.2%ReducedHolders
Q4 202522,054$1.79M0.5%−1,368−5.8%ReducedHolders
Q3 202523,422$1.70M0.5%+8,959+61.9%AddedHolders
Q2 202514,463$901.9K0.3%−6,432−30.8%ReducedHolders
Q1 202520,895$1.23M0.5%+9,880+89.7%AddedHolders
Q4 202411,015$545.4K0.2%+11,015NewHolders