Foundations Investment Advisors, LLC
EndowmentPosition in IAU — Ishares Gold Trust
CIK 1743404
PHOENIX, AZ
Position in IAU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$52,178,012
-$2,977,175 QoQ
Shares Held
691,008
+10.5% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#91
of 1,904 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IAU Over Time
Shares Held
Position Value (USD)
All Filings in IAU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,178,012 | 691,008 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $55,155,187 | 625,626 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $66,423,195 | 818,322 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $59,364,747 | 815,786 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $53,935,163 | 864,900 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $38,650,224 | 655,533 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $29,649,657 | 598,862 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $27,094,004 | 545,151 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $22,899,039 | 521,262 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $20,835,237 | 495,959 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $18,461,541 | 473,009 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $14,283,302 | 408,211 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $12,839,083 | 352,819 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $11,134,503 | 297,953 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $9,265,415 | 267,864 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $7,561,051 | 239,805 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $7,356,853 | 214,423 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $6,257,932 | 169,914 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $5,573,255 | 160,105 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $5,232,941 | 156,628 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $4,654,103 | 138,063 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $3,263,544 | 200,710 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $2,000,083 | 110,319 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $1,488,186 | 82,723 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $962,041 | 56,624 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $291,318 | 19,331 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||