FDCP
IAU icon

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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Foster Dykema Cabot & Partners's IAU Position: Q1 2026 in Review

Foster Dykema Cabot & Partners held its iShares Gold Trust (IAU) position steady in Q1 2026 at 1,099 shares worth $96.9K. The position accounts for 0.01% of the portfolio, ranked #154.

Foster Dykema Cabot & Partners first reported a position in IAU in Q4 2023 and has held it in 10 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Foster Dykema Cabot & Partners held 1,099 shares of iShares Gold Trust worth $96.9K as of Q1 2026.
  • Foster Dykema Cabot & Partners left its iShares Gold Trust share count unchanged in Q1 2026.
  • iShares Gold Trust made up 0.01% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #154 holding.
  • Foster Dykema Cabot & Partners first reported a position in iShares Gold Trust in Q4 2023 and has held it in 10 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.