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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
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

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

Foster Group's IAU Position: Q2 2026 in Review

Foster Group held its iShares Gold Trust (IAU) position steady in Q2 2026 at 5,006 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #217.

Foster Group first reported a position in IAU in Q2 2025 and has held it in 5 quarters since. The position peaked at $441K in Q1 2026. 348 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Foster Group held 5,006 shares of iShares Gold Trust worth $378K as of Q2 2026.
  • Foster Group left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.01% of Foster Group's portfolio in Q2 2026, its #217 holding.
  • Foster Group first reported a position in iShares Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • Foster Group's iShares Gold Trust position peaked at $441K in Q1 2026.
  • 348 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.