Foundations Investment Advisors, LLC / IAU*
Foundations Investment Advisors, LLC’s Ishares Gold Tr Position
Does Foundations Investment Advisors, LLC own Ishares Gold Tr (IAU*)? Yes — 625.6K shares worth $55M (+0.68% of its 13F portfolio) as of Q1 2026, down from 818.3K shares the prior filed quarter.
Position Value
$55M
Q1 2026
Shares
625.6K
% of Portfolio
+0.68%
Quarters Held
20
currently held
Position History IAU*
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 625.6K | $55M | +0.68% |
| Q4 2025 | 818.3K | $66M | +0.87% |
| Q3 2025 | 815.8K | $59M | +0.86% |
| Q2 2025 | 864.9K | $54M | +0.85% |
| Q1 2025 | 655.5K | $39M | +0.71% |
| Q4 2024 | 598.9K | $30M | +0.57% |
| Q3 2024 | 545.2K | $27M | +0.57% |
| Q2 2024 | 521.3K | $23M | +0.56% |
| Q1 2024 | 496.0K | $21M | +0.55% |
| Q4 2023 | 473.0K | $18M | +0.49% |
| Q3 2023 | 408.2K | $14M | +0.44% |
| Q2 2023 | 352.8K | $13M | +0.43% |
| Q1 2023 | 298.0K | $11M | +0.40% |
| Q4 2022 | 267.9K | $9M | +0.37% |
| Q3 2022 | 239.8K | $8M | +0.33% |
| Q2 2022 | 214.4K | $7M | +0.30% |
| Q1 2022 | 169.9K | $6M | +0.25% |
| Q4 2021 | 160.1K | $6M | +0.21% |
| Q3 2021 | 156.6K | $5M | +0.23% |
| Q2 2021 | 138.1K | $5M | +0.23% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Foundations Investment Advisors, LLC’s full portfolio or all institutional holders of IAU*.