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

Founders Financial Securities’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 		$348K Sell
4,605
-664
-13% -$56.4K 0.02% 440
2026
Q1 		$473K Buy
5,269
+48
+0.9% +$4.4K 0.03% 382
2025
Q4 		$424K Sell
5,221
-311
-6% -$24.3K 0.03% 405
2025
Q3 		$403K Buy
5,532
+792
+17% +$51.7K 0.03% 378
2025
Q2 		$296K Buy
4,740
+575
+14% +$35.6K 0.02% 415
2025
Q1 		$263K Sell
4,165
-1,476
-26% -$79.8K 0.02% 410
2024
Q4 		$279K Buy
5,641
+28
+0.5% +$1.41K 0.03% 387
2024
Q3 		$279K Sell
5,613
-442
-7% -$20.7K 0.03% 378
2024
Q2 		$266K Buy
+6,055
New +$268K 0.03% 367
2021
Q4 		– Sell
-6,627
Closed -$221K – 268
2021
Q3 		$221K Sell
6,627
-282
-4% -$9.61K 0.04% 242
2021
Q2 		$233K Buy
6,909
+670
+11% +$23.2K 0.05% 265
2021
Q1 		$203K Sell
6,239
-9
-0.1% -$308 0.05% 248
2020
Q4 		$227K Buy
6,248
+638
+11% +$22.8K 0.05% 206
2020
Q3 		$202K Buy
+5,610
New +$205K 0.06% 156

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 Securities's IAU Position: Q2 2026 in Review

Founders Financial Securities reduced its iShares Gold Trust (IAU) stake by 13% in Q2 2026, selling an estimated $56.4K and leaving 4,605 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #440.

Founders Financial Securities first reported a position in IAU in Q3 2020 and has held it in 14 quarters since. The position peaked at $473K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Founders Financial Securities held 4,605 shares of iShares Gold Trust worth $348K as of Q2 2026.
  • Founders Financial Securities sold 664 iShares Gold Trust shares in Q2 2026, an estimated $56.4K.
  • iShares Gold Trust made up 0.02% of Founders Financial Securities's portfolio in Q2 2026, its #440 holding.
  • Founders Financial Securities first reported a position in iShares Gold Trust in Q3 2020 and has held it in 14 quarters since.
  • Founders Financial Securities's iShares Gold Trust position peaked at $473K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.