Foster & Motley’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $326K | Sell |
3,701
-186
| -5% | -$17.1K | 0.02% | 345 |
|
|
2025
Q4 | $316K | Buy |
3,887
+322
| +9% | +$25.2K | 0.02% | 337 |
|
|
2025
Q3 | $259K | Hold |
3,565
| – | – | 0.01% | 364 |
|
|
2025
Q2 | $222K | Hold |
3,565
| – | – | 0.01% | 375 |
|
|
2025
Q1 | $210K | Buy |
+3,565
| New | +$193K | 0.01% | 368 |
|
|
2022
Q3 | – | Sell |
-6,495
| Closed | -$223K | – | 349 |
|
|
2022
Q2 | $223K | Buy |
6,495
+350
| +6% | +$12.5K | 0.02% | 334 |
|
|
2022
Q1 | $226K | Buy |
6,145
+317
| +5% | +$11.3K | 0.02% | 341 |
|
|
2021
Q4 | $203K | Sell |
5,828
-1,127
| -16% | -$38.5K | 0.02% | 347 |
|
|
2021
Q3 | $232K | Buy |
6,955
+550
| +9% | +$18.7K | 0.02% | 312 |
|
|
2021
Q2 | $216K | Buy |
+6,405
| New | +$221K | 0.02% | 311 |
|
|
2019
Q4 | – | Sell |
-6,523
| Closed | -$184K | – | 259 |
|
|
2019
Q3 | $184K | Sell |
6,523
-78,183
| -92% | -$2.21M | 0.03% | 249 |
|
|
2019
Q2 | $2.29M | Sell |
84,706
-447,100
| -84% | -$11.2M | 0.32% | 92 |
|
|
2019
Q1 | $13.2M | Buy |
531,806
+2,910
| +0.6% | +$72.7K | 1.9% | 10 |
|
|
2018
Q4 | $13M | Buy |
528,896
+13,335
| +3% | +$314K | 2.08% | 8 |
|
|
2018
Q3 | $11.8M | Buy |
515,561
+15,595
| +3% | +$362K | 1.77% | 8 |
|
|
2018
Q2 | $12M | Buy |
499,966
+13,348
| +3% | +$335K | 1.92% | 8 |
|
|
2018
Q1 | $12.4M | Buy |
486,618
+1,504
| +0.3% | +$38.4K | 2.02% | 8 |
|
|
2017
Q4 | $12.1M | Sell |
485,114
-1,349
| -0.3% | -$33.1K | 1.94% | 8 |
|
|
2017
Q3 | $12M | Sell |
486,463
-15,724
| -3% | -$387K | 2.06% | 6 |
|
|
2017
Q2 | $12M | Buy |
502,187
+12,749
| +3% | +$309K | 2.12% | 7 |
|
|
2017
Q1 | $11.8M | Buy |
489,438
+68,212
| +16% | +$1.6M | 2.14% | 5 |
|
|
2016
Q4 | $9.33M | Buy |
421,226
+112,917
| +37% | +$2.65M | 1.79% | 10 |
|
|
2016
Q3 | $7.83M | Sell |
308,309
-14,851
| -5% | -$382K | 1.51% | 17 |
|
|
2016
Q2 | $8.25M | Sell |
323,160
-45,135
| -12% | -$1.1M | 1.63% | 13 |
|
|
2016
Q1 | $8.75M | Sell |
368,295
-21,689
| -6% | -$496K | 1.77% | 10 |
|
|
2015
Q4 | $7.98M | Buy |
389,984
+7,897
| +2% | +$168K | 1.69% | 10 |
|
|
2015
Q3 | $8.24M | Buy |
382,087
+24,599
| +7% | +$535K | 1.87% | 6 |
|
|
2015
Q2 | $8.11M | Buy |
357,488
+9,476
| +3% | +$219K | 1.78% | 11 |
|
|
2015
Q1 | $7.97M | Buy |
348,012
+5,995
| +2% | +$141K | 1.75% | 16 |
|
|
2014
Q4 | $7.83M | Buy |
342,017
+41,921
| +14% | +$975K | 1.77% | 16 |
|
|
2014
Q3 | $7.02M | Buy |
300,096
+9,019
| +3% | +$224K | 1.63% | 18 |
|
|
2014
Q2 | $7.5M | Sell |
291,077
-3,769
| -1% | -$94.2K | 1.73% | 16 |
|
|
2014
Q1 | $7.34M | Buy |
294,846
+13,758
| +5% | +$345K | 1.8% | 14 |
|
|
2013
Q4 | $6.57M | Buy |
281,088
+3,458
| +1% | +$85.4K | 1.66% | 16 |
|
|
2013
Q3 | $7.16M | Buy |
277,630
+31,105
| +13% | +$803K | 1.91% | 11 |
|
|
2013
Q2 | $5.91M | Buy |
+246,525
| New | +$6.79M | 1.64% | 17 |
|
Other funds holding IAU
Foster & Motley's IAU Position: Q1 2026 in Review
Foster & Motley reduced its iShares Gold Trust (IAU) stake by 4.8% in Q1 2026, selling an estimated $17.1K and leaving 3,701 shares worth $326K. The position accounts for 0.02% of the portfolio, ranked #345.
Foster & Motley first reported a position in IAU in Q2 2013 and has held it in 36 quarters since. The position peaked at $13.2M in Q1 2019. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Foster & Motley held 3,701 shares of iShares Gold Trust worth $326K as of Q1 2026.
- Foster & Motley sold 186 iShares Gold Trust shares in Q1 2026, an estimated $17.1K.
- iShares Gold Trust made up 0.02% of Foster & Motley's portfolio in Q1 2026, its #345 holding.
- Foster & Motley first reported a position in iShares Gold Trust in Q2 2013 and has held it in 36 quarters since.
- Foster & Motley's iShares Gold Trust position peaked at $13.2M in Q1 2019.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.