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Foguth Wealth Management’s iShares Gold Trust IAU Stock Holding History

Foguth Wealth Management’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.1M Buy
54,350
+38,806
+250% +$3.29M 0.47% 52
2026
Q1 		$1.33M Buy
15,544
+253
+2% +$23.2K 0.16% 76
2025
Q4 		$1.25M Buy
+15,291
New +$1.2M 0.19% 70
2025
Q2 		$1.3M Sell
20,842
-11,380
-35% -$705K 0.28% 58
2025
Q1 		$1.9M Sell
32,222
-104,598
-76% -$5.66M 0.46% 40
2024
Q4 		$7.16M Buy
136,820
+52,084
+61% +$2.62M 1.87% 17
2024
Q3 		$4.2M Sell
84,736
-66,501
-44% -$3.11M 1.53% 21
2024
Q2 		$6.64M Buy
151,237
+34,826
+30% +$1.54M 2.93% 11
2024
Q1 		$4.89M Buy
+116,411
New +$4.56M 2.62% 9

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Foguth Wealth Management's IAU Position: Q2 2026 in Review

Foguth Wealth Management increased its iShares Gold Trust (IAU) stake by 250% in Q2 2026, buying an estimated $3.29M and bringing the position to 54,350 shares worth $4.1M. The position accounts for 0.47% of the portfolio, ranked #52.

Foguth Wealth Management first reported a position in IAU in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.16M in Q4 2024. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Foguth Wealth Management held 54,350 shares of iShares Gold Trust worth $4.1M as of Q2 2026.
  • Foguth Wealth Management bought 38,806 iShares Gold Trust shares in Q2 2026, an estimated $3.29M.
  • iShares Gold Trust made up 0.47% of Foguth Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Foguth Wealth Management first reported a position in iShares Gold Trust in Q1 2024 and has held it in 9 quarters since.
  • Foguth Wealth Management's iShares Gold Trust position peaked at $7.16M in Q4 2024.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Foguth Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.