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

Foundation Wealth Management (Pennsylvania)’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
-2,812
Closed -$248K – 106
2026
Q1 		$248K Hold
2,812
– – 0.09% 81
2025
Q4 		$228K Hold
2,812
– – 0.08% 84
2025
Q3 		$205K Sell
2,812
-1,325
-32% -$86.4K 0.08% 93
2025
Q2 		$258K Hold
4,137
– – 0.11% 79
2025
Q1 		$244K Hold
4,137
– – 0.12% 78
2024
Q4 		$205K Buy
+4,137
New +$208K 0.1% 88

Other funds holding IAU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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

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

Foundation Wealth Management (Pennsylvania) sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 2,812 shares — an estimated $248K sold.

Foundation Wealth Management (Pennsylvania) first reported a position in IAU in Q4 2024 and held it in 6 quarters. The position peaked at $258K in Q2 2025. 1,073 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Foundation Wealth Management (Pennsylvania) sold 2,812 iShares Gold Trust shares in Q2 2026, an estimated $248K.
  • Foundation Wealth Management (Pennsylvania) first reported a position in iShares Gold Trust in Q4 2024 and held it in 6 quarters.
  • Foundation Wealth Management (Pennsylvania)'s iShares Gold Trust position peaked at $258K in Q2 2025.
  • 1,073 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.