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Foundation Wealth Management (Missouri)’s iShares Gold Trust IAU Stock Holding History

Foundation Wealth Management (Missouri)’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 		– Sell
-3,245
Closed -$286K – 52
2026
Q1 		$286K Sell
3,245
-2,631
-45% -$241K 0.19% 36
2025
Q4 		$477K Sell
5,876
-1
-0% -$78 0.31% 32
2025
Q3 		$428K Hold
5,877
– – 0.27% 35
2025
Q2 		$366K Buy
5,877
+1,694
+40% +$105K 0.26% 35
2025
Q1 		$247K Sell
4,183
-1,848
-31% -$100K 0.19% 37
2024
Q4 		$299K Buy
6,031
+32
+0.5% +$1.61K 0.23% 36
2024
Q3 		$298K Hold
5,999
– – 0.23% 34
2024
Q2 		$264K Hold
5,999
– – 0.21% 35
2024
Q1 		$252K Hold
5,999
– – 0.21% 32
2023
Q4 		$234K Hold
5,999
– – 0.21% 31
2023
Q3 		$210K Hold
5,999
– – 0.21% 37
2023
Q2 		$218K Sell
5,999
-2,712
-31% -$102K 0.21% 38
2023
Q1 		$326K Hold
8,711
– – 0.34% 33
2022
Q4 		$301K Buy
+8,711
New +$286K 0.31% 34

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Foundation Wealth Management (Missouri)'s IAU Position: Q2 2026 in Review

Foundation Wealth Management (Missouri) sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 3,245 shares — an estimated $286K sold.

Foundation Wealth Management (Missouri) first reported a position in IAU in Q4 2022 and held it in 14 quarters. The position peaked at $477K in Q4 2025. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Foundation Wealth Management (Missouri) reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Foundation Wealth Management (Missouri) sold 3,245 iShares Gold Trust shares in Q2 2026, an estimated $286K.
  • Foundation Wealth Management (Missouri) first reported a position in iShares Gold Trust in Q4 2022 and held it in 14 quarters.
  • Foundation Wealth Management (Missouri)'s iShares Gold Trust position peaked at $477K in Q4 2025.
  • 964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Foundation Wealth Management (Missouri)'s 13F filing for Q2 2026, filed 30 Jul 2026.