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Foundations Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Foundations Investment Advisors’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 		$52.2M Buy
691,008
+65,382
+10% +$5.55M 0.54% 48
2026
Q1 		$55.2M Sell
625,626
-192,696
-24% -$17.7M 0.68% 37
2025
Q4 		$66.4M Buy
818,322
+2,536
+0.3% +$198K 0.87% 25
2025
Q3 		$59.4M Sell
815,786
-49,114
-6% -$3.2M 0.86% 26
2025
Q2 		$53.9M Buy
864,900
+209,367
+32% +$13M 0.85% 26
2025
Q1 		$38.7M Buy
655,533
+56,671
+9% +$3.07M 0.71% 31
2024
Q4 		$29.6M Buy
598,862
+53,711
+10% +$2.7M 0.57% 43
2024
Q3 		$27.1M Buy
545,151
+23,889
+5% +$1.12M 0.57% 43
2024
Q2 		$22.9M Buy
521,262
+25,303
+5% +$1.12M 0.56% 42
2024
Q1 		$20.8M Buy
495,959
+22,950
+5% +$900K 0.55% 40
2023
Q4 		$18.4M Buy
473,009
+64,798
+16% +$2.42M 0.49% 46
2023
Q3 		$14.3M Buy
408,211
+55,392
+16% +$2.02M 0.44% 50
2023
Q2 		$12.8M Buy
352,819
+54,866
+18% +$2.06M 0.43% 43
2023
Q1 		$11.1M Buy
297,953
+30,089
+11% +$1.08M 0.4% 42
2022
Q4 		$9.27M Buy
267,864
+28,059
+12% +$921K 0.37% 45
2022
Q3 		$7.56M Buy
239,805
+25,382
+12% +$832K 0.33% 42
2022
Q2 		$7.09M Buy
214,423
+44,509
+26% +$1.58M 0.3% 40
2022
Q1 		$6.37M Buy
169,914
+9,809
+6% +$350K 0.25% 38
2021
Q4 		$5.56M Buy
160,105
+3,477
+2% +$119K 0.21% 39
2021
Q3 		$5.25M Buy
156,628
+18,565
+13% +$632K 0.23% 38
2021
Q2 		$4.75M Buy
138,063
+37,708
+38% +$1.3M 0.23% 45
2021
Q1 		$3.32M Buy
100,355
+45,195
+82% +$1.54M 0.19% 42
2020
Q4 		$1.95M Buy
55,160
+13,798
+33% +$494K 0.13% 54
2020
Q3 		$1.5M Buy
41,362
+13,050
+46% +$477K 0.33% 47
2020
Q2 		$960K Buy
28,312
+18,646
+193% +$611K 0.09% 79
2020
Q1 		$293K Buy
+9,666
New +$292K 0.03% 92

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Foundations Investment Advisors's IAU Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares Gold Trust (IAU) stake by 10% in Q2 2026, buying an estimated $5.55M and bringing the position to 691,008 shares worth $52.2M. The position accounts for 0.54% of the portfolio, ranked #48.

Foundations Investment Advisors first reported a position in IAU in Q1 2020 and has held it in 26 quarters since. The position peaked at $66.4M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Foundations Investment Advisors held 691,008 shares of iShares Gold Trust worth $52.2M as of Q2 2026.
  • Foundations Investment Advisors bought 65,382 iShares Gold Trust shares in Q2 2026, an estimated $5.55M.
  • iShares Gold Trust made up 0.54% of Foundations Investment Advisors's portfolio in Q2 2026, its #48 holding.
  • Foundations Investment Advisors first reported a position in iShares Gold Trust in Q1 2020 and has held it in 26 quarters since.
  • Foundations Investment Advisors's iShares Gold Trust position peaked at $66.4M in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.