Cornerstone Planning Group LLC Has $1.01 Million Holdings in iShares Gold Trust $IAU

Posted by Francis Steltz on Jul 18th, 2026

Cornerstone Planning Group LLC lessened its position in shares of iShares Gold Trust (NYSEARCA:IAU – Free Report) by 51.0% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,849 shares of the exchange traded fund’s stock after selling 12,338 shares during the period. Cornerstone Planning Group LLC’s holdings in iShares Gold Trust were worth $1,015,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Godfrey Financial Associates Inc. bought a new stake in shares of iShares Gold Trust in the fourth quarter valued at about $25,000. Monetary Solutions Ltd bought a new position in shares of iShares Gold Trust during the fourth quarter worth about $26,000. Merkkuri Wealth Advisors LLC acquired a new stake in iShares Gold Trust in the 1st quarter valued at approximately $26,000. Fairway Wealth LLC raised its position in iShares Gold Trust by 525.0% in the 1st quarter. Fairway Wealth LLC now owns 300 shares of the exchange traded fund’s stock valued at $26,000 after buying an additional 252 shares during the last quarter. Finally, Rossby Financial LCC raised its position in iShares Gold Trust by 75.7% in the 4th quarter. Rossby Financial LCC now owns 325 shares of the exchange traded fund’s stock valued at $26,000 after buying an additional 140 shares during the last quarter. Institutional investors and hedge funds own 59.67% of the company’s stock.

Key Headlines Impacting iShares Gold Trust

Here are the key news stories impacting iShares Gold Trust this week:

Neutral Sentiment: Gold is trying to hold the $4,000 level after a sharp pullback, with next week likely to determine whether that area becomes a firm support zone or gives way to more downside. Markets will find out next week how firm $4,000 is as a floor for gold
Neutral Sentiment: Fresh U.S. data, including better consumer sentiment and stronger housing starts, has eased some recession fears and reduced the immediate safe-haven bid for gold. Spot gold hits session high near $4,000/oz after preliminary Consumer Sentiment rises to 54.4, one-year inflation expectations ease
Negative Sentiment: Technical analysts say bearish momentum is building, with gold breaking trend support and key downside levels now in focus. Gold (XAU/USD) Price Forecast: Bearish Pressure Builds Near Critical Support
Negative Sentiment: Rising Treasury yields and a stronger U.S. dollar have been repeatedly cited as headwinds for gold, pressuring prices below the key $4,000 mark. Gold breaks $4,000 as yields rise, Fed-rate relief fades – Kitco PM Report

iShares Gold Trust Stock Performance

NYSEARCA IAU opened at $75.50 on Friday. iShares Gold Trust has a 52 week low of $61.60 and a 52 week high of $104.40. The stock’s 50 day moving average price is $80.69 and its two-hundred day moving average price is $87.01. The stock has a market capitalization of $62.36 billion, a price-to-earnings ratio of 5.53 and a beta of 0.18.

iShares Gold Trust Company Profile

(Free Report)

iShares Gold Trust (the Trust) is to own gold transferred to the Trust in exchange for shares issued by the Trust (Shares). Each Share represents a fractional undivided beneficial interest in the net assets of the Trust. The assets of the Trust consist of gold held by the Trust’s custodian on behalf of the Trust. The sponsor of the Trust is iShares Delaware Trust Sponsor LLC (the Sponsor), which is an indirect subsidiary of BlackRock, Inc The trustee of the Trust is The Bank of New York Mellon (the Trustee) and the custodian of the Trust is JPMorgan Chase Bank N.A., London branch (the Custodian).