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Foster Dykema Cabot & Co’s iShares Gold Trust IAU Stock Holding History

Foster Dykema Cabot & Co’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
2023
Q3 		$4K Hold
103
– – ﹤0.01% 287
2023
Q2 		$4K Hold
103
– – ﹤0.01% 323
2023
Q1 		$4K Buy
+103
New +$3.7K ﹤0.01% 213

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Foster Dykema Cabot & Co's IAU Position: Q3 2023 in Review

Foster Dykema Cabot & Co held its iShares Gold Trust (IAU) position steady in Q3 2023 at 103 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Foster Dykema Cabot & Co first reported a position in IAU in Q1 2023 and has held it in 3 quarters since. 1,037 funds tracked by Wall St. Rank hold IAU as of Q3 2023.

  • Foster Dykema Cabot & Co held 103 shares of iShares Gold Trust worth $4K as of Q3 2023.
  • Foster Dykema Cabot & Co left its iShares Gold Trust share count unchanged in Q3 2023.
  • iShares Gold Trust made up ﹤0.01% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #287 holding.
  • Foster Dykema Cabot & Co first reported a position in iShares Gold Trust in Q1 2023 and has held it in 3 quarters since.
  • 1,037 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.