Foster Group
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Foster Group’s iShares Gold Trust IAU Stock Holding History

Foster Group’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
Q3 		$391K Hold
5,006
– – 0.01% 204
2026
Q2 		$378K Hold
5,006
– – 0.01% 217
2026
Q1 		$441K Sell
5,006
-120
-2% -$11K 0.01% 175
2025
Q4 		$416K Buy
5,126
+120
+2% +$9.38K 0.01% 174
2025
Q3 		$364K Buy
5,006
+1,638
+49% +$107K 0.01% 174
2025
Q2 		$210K Buy
+3,368
New +$209K 0.01% 244

Other funds holding IAU

ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Foster Group's IAU Position: Q3 2026 in Review

Foster Group held its iShares Gold Trust (IAU) position steady in Q3 2026 at 5,006 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #204.

Foster Group first reported a position in IAU in Q2 2025 and has held it in 6 quarters since. The position peaked at $441K in Q1 2026. 400 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Foster Group held 5,006 shares of iShares Gold Trust worth $391K as of Q3 2026.
  • Foster Group left its iShares Gold Trust share count unchanged in Q3 2026.
  • iShares Gold Trust made up 0.01% of Foster Group's portfolio in Q3 2026, its #204 holding.
  • Foster Group first reported a position in iShares Gold Trust in Q2 2025 and has held it in 6 quarters since.
  • Foster Group's iShares Gold Trust position peaked at $441K in Q1 2026.
  • 400 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.