Cornerstone Planning Group LLC IAU — ISHARES GOLD TRUST ISHARES NEW ETF

Ownership history in Cornerstone Planning Group LLC  ·  13 quarters on record

AI Ownership Summary

Cornerstone Planning Group LLC reported ISHARES GOLD TRUST ISHARES NEW ETF (IAU) in 13 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.38% in 2025 Q4. The latest visible filing shows IAU at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IAU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cornerstone Planning Group LLC's position in ISHARES GOLD TRUST ISHARES NEW ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IAU was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IAU stock page Cornerstone Planning Group LLC fund profile Cornerstone Planning Group LLC full holdings
How Cornerstone Planning Group LLC held IAU — position size vs. price
% of Fund (quarterly)    IAU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 11,849 -12,338 -51.0% 0.14% $1.0M 2026-05-06 $88.30
2025 Q4 ADDED — — — 24,187 +1,323 +5.8% 0.38% $2.4M 2026-02-02 $87.57
2025 Q3 ADDED — — — 22,864 +21,891 +2249.8% 0.28% $1.7M 2025-11-04 $74.21
2025 Q2 REDUCED 26.2% +15.7% ❌ 973 -345 -26.2% 0.01% $62K 2025-08-11 $63.17
2025 Q1 ADDED — — — 1,318 +206 +18.5% 0.02% $82K 2025-04-30 $62.17
2024 Q4 ADDED — — — 1,112 +172 +18.3% 0.01% $58K 2025-01-29 $52.00
2024 Q3 UNCHANGED — — — 940 — 0% 0.01% $49K 2024-11-05 $51.81
2024 Q2 UNCHANGED — — — 940 — 0% 0.01% $43K 2024-08-13 $46.60
2024 Q1 REDUCED 6.7% +4.9% ❌ 940 -68 -6.7% 0.01% $41K 2024-05-07 $43.76
2023 Q4 REDUCED — — — 1,008 -25 -2.4% 0.01% $39K 2024-02-12 $38.23
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IAU

As of 2026 Q1 — sorted by position size

VCU Investment Management Co 3Y 7Y 97.9% MOON CAPITAL MANAGEMENT LP 3Y 7Y 83.01% CRCM LP 3Y 7Y 78.68% Pennsylvania State University 72.54% HRTG GPE, LLC 3Y 7Y 50.89% Eurizon Asset Management Hungary Ltd. 45.63% EMORY UNIVERSITY 3Y 7Y 39.05% Dai-ichi Life International Holdings LLC 23.26% Permanens Capital L.P. 3Y 7Y 21.41% STUART INVESTMENT ADVISORS, INC. 3Y 20.37%

FAQ About Cornerstone Planning Group LLC and IAU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cornerstone Planning Group LLC reported owning IAU?

Cornerstone Planning Group LLC reported IAU across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported IAU position in Cornerstone Planning Group LLC's portfolio?

The largest reported portfolio weight for IAU was 0.38% in 2025 Q4.

What is the latest reported IAU position on this page?

The most recent filing on this page is 2026 Q1, when Cornerstone Planning Group LLC reported 11,849 shares, equal to 0.14% of portfolio, with an estimated market value of $1.0M.

What does the chart on this IAU ownership page compare?

The chart compares Cornerstone Planning Group LLC's quarterly IAU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cornerstone Planning Group LLC time their IAU position?

Based on 13F filing dates vs. subsequent IAU price moves, Cornerstone Planning Group LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on IAU relative to SPY over the holding period was +20.1%.

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