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

Foster Dykema Cabot & Partners’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	$83K	Hold	1,099	–	–	﹤0.01%	162
2026 Q1	$96.9K	Hold	1,099	–	–	0.01%	154
2025 Q4	$89.2K	Hold	1,099	–	–	0.01%	163
2025 Q3	$80K	Hold	1,099	–	–	0.01%	187
2025 Q2	$68.5K	Hold	1,099	–	–	﹤0.01%	182
2025 Q1	$64.8K	Hold	1,099	–	–	0.01%	179
2024 Q4	$54.4K	Sell	1,099 -82	-7%	-$4.12K	﹤0.01%	197
2024 Q3	$58.7K	Buy	1,181 +478	+68%	+$22.4K	﹤0.01%	207
2024 Q2	$30.9K	Sell	703 -1,521	-68%	-$67.2K	﹤0.01%	200
2024 Q1	$93.4K	Buy	2,224 +1,997	+880%	+$78.3K	0.01%	148
2023 Q4	$8.86K	Buy	+227	New	+$8.49K	﹤0.01%	224

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Foster Dykema Cabot & Partners's IAU Position: Q2 2026 in Review

Foster Dykema Cabot & Partners held its iShares Gold Trust (IAU) position steady in Q2 2026 at 1,099 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #162.

Foster Dykema Cabot & Partners first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $96.9K in Q1 2026. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Foster Dykema Cabot & Partners held 1,099 shares of iShares Gold Trust worth $83K as of Q2 2026.
Foster Dykema Cabot & Partners left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up ﹤0.01% of Foster Dykema Cabot & Partners's portfolio in Q2 2026, its #162 holding.
Foster Dykema Cabot & Partners first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
Foster Dykema Cabot & Partners's iShares Gold Trust position peaked at $96.9K in Q1 2026.
1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q2 2026, filed 11 Aug 2026.