Capital & Planning, LLC
- SEC CIK
- 0002053750
- Latest filing
- Sep 2, 2026
IAU holding history
iShares Gold Trust in every 13F filed by Capital & Planning, 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)
- 31,832
- Value
- $2.40M
- % of portfolio
- 1.2%
- Quarters held
- 6
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 31,832 | $2.40M | 1.2% | +3,913+14.0% | Added | Holders |
| Q1 2026 | 27,919 | $2.46M | 1.5% | +27,919 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −13,988−100.0% | Sold out | Holders |
| Q3 2025 | 13,988 | $1.02M | 0.6% | +5,128+57.9% | Added | Holders |
| Q2 2025 | 8,860 | $552.5K | 0.4% | +4,125+87.1% | Added | Holders |
| Q1 2025 | 4,735 | $279.2K | 0.2% | +1,270+36.7% | Added | Holders |
| Q4 2024 | 3,465 | $171.6K | 0.1% | – | No prior filing | Holders |