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Founders Financial Alliance’s iShares Gold Trust IAU Stock Holding History

Founders Financial Alliance’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 		$1.03M Buy
13,606
+11,198
+465% +$951K 0.14% 148
2026
Q1 		$212K Buy
+2,408
New +$221K 0.04% 376
2024
Q4 		– Sell
-5,246
Closed -$261K – 588
2024
Q3 		$261K Sell
5,246
-740
-12% -$34.6K 0.07% 241
2024
Q2 		$263K Buy
5,986
+850
+17% +$37.6K 0.08% 228
2024
Q1 		$216K Buy
+5,136
New +$201K 0.06% 253
2020
Q4 		– Sell
-4,454
Closed -$159K – 814
2020
Q3 		$159K Buy
+4,454
New +$163K 0.1% 189

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

Founders Financial Alliance's IAU Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares Gold Trust (IAU) stake by 465% in Q2 2026, buying an estimated $951K and bringing the position to 13,606 shares worth $1.03M. The position accounts for 0.14% of the portfolio, ranked #148.

Founders Financial Alliance first reported a position in IAU in Q3 2020 and has held it in 6 quarters since. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Founders Financial Alliance held 13,606 shares of iShares Gold Trust worth $1.03M as of Q2 2026.
  • Founders Financial Alliance bought 11,198 iShares Gold Trust shares in Q2 2026, an estimated $951K.
  • iShares Gold Trust made up 0.14% of Founders Financial Alliance's portfolio in Q2 2026, its #148 holding.
  • Founders Financial Alliance first reported a position in iShares Gold Trust in Q3 2020 and has held it in 6 quarters since.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.