Founders Capital Management (Texas)’s iShares Gold Trust IAU Stock Holding History

Founders Capital Management (Texas)’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	$76.9K	Buy	1,019 +309	+44%	+$26.2K	0.03%	116
2026 Q1	$62.6K	Hold	710	–	–	0.03%	127
2025 Q4	$57.6K	Hold	710	–	–	0.03%	128
2025 Q3	$51.7K	Hold	710	–	–	0.03%	135
2025 Q2	$44.3K	Hold	710	–	–	0.03%	145
2025 Q1	$41.9K	Hold	710	–	–	0.03%	146
2024 Q4	$35.2K	Hold	710	–	–	0.02%	163
2024 Q3	$35.3K	Hold	710	–	–	0.02%	175
2024 Q2	$31.2K	Hold	710	–	–	0.02%	184
2024 Q1	$29.8K	Hold	710	–	–	0.02%	184
2023 Q4	$27.7K	Hold	710	–	–	0.02%	198
2023 Q3	$24.8K	Hold	710	–	–	0.02%	202
2023 Q2	$25.8K	Hold	710	–	–	0.02%	207
2023 Q1	$27K	Hold	710	–	–	0.02%	198
2022 Q4	$25K	Hold	710	–	–	0.02%	204
2022 Q3	$22K	Hold	710	–	–	0.02%	206
2022 Q2	$24K	Hold	710	–	–	0.02%	208
2022 Q1	$25K	Hold	710	–	–	0.02%	186
2021 Q4	$25K	Buy	+710	New	+$24.3K	0.02%	186

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Founders Capital Management (Texas)'s IAU Position: Q2 2026 in Review

Founders Capital Management (Texas) increased its iShares Gold Trust (IAU) stake by 44% in Q2 2026, buying an estimated $26.2K and bringing the position to 1,019 shares worth $76.9K. The position accounts for 0.03% of the portfolio, ranked #116.

Founders Capital Management (Texas) first reported a position in IAU in Q4 2021 and has held it in 19 quarters since. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Founders Capital Management (Texas) held 1,019 shares of iShares Gold Trust worth $76.9K as of Q2 2026.
Founders Capital Management (Texas) bought 309 iShares Gold Trust shares in Q2 2026, an estimated $26.2K.
iShares Gold Trust made up 0.03% of Founders Capital Management (Texas)'s portfolio in Q2 2026, its #116 holding.
Founders Capital Management (Texas) first reported a position in iShares Gold Trust in Q4 2021 and has held it in 19 quarters since.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Founders Capital Management (Texas)'s 13F filing for Q2 2026, filed 21 Jul 2026.