Howard Financial Services
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Howard Financial Services’s iShares Gold Trust IAU Stock Holding History

Howard Financial Services’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
Q3 		$485K Buy
6,209
+186
+3% +$14.9K 0.05% 134
2026
Q2 		$455K Buy
6,023
+1,433
+31% +$122K 0.05% 143
2026
Q1 		$405K Sell
4,590
-1,762
-28% -$162K 0.05% 146
2025
Q4 		$516K Sell
6,352
-6
-0.1% -$469 0.06% 112
2025
Q3 		$463K Hold
6,358
– – 0.06% 115
2025
Q2 		$396K Sell
6,358
-1,666
-21% -$103K 0.05% 124
2025
Q1 		$473K Hold
8,024
– – 0.06% 104
2024
Q4 		$397K Buy
8,024
+250
+3% +$12.6K 0.05% 121
2024
Q3 		$386K Buy
7,774
+220
+3% +$10.3K 0.06% 108
2024
Q2 		$332K Buy
7,554
+316
+4% +$14K 0.05% 113
2024
Q1 		$304K Buy
7,238
+365
+5% +$14.3K 0.05% 123
2023
Q4 		$268K Sell
6,873
-100
-1% -$3.74K 0.05% 127
2023
Q3 		$244K Buy
6,973
+100
+1% +$3.65K 0.06% 124
2023
Q2 		$250K Buy
6,873
+924
+16% +$34.6K 0.06% 121
2023
Q1 		$222K Sell
5,949
-17
-0.3% -$610 0.05% 123
2022
Q4 		$206K Buy
+5,966
New +$196K 0.05% 127
2022
Q2 		– Sell
-5,464
Closed -$201K – 128
2022
Q1 		$201K Buy
+5,464
New +$195K 0.06% 125

Other funds holding IAU

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Howard Financial Services's IAU Position: Q3 2026 in Review

Howard Financial Services increased its iShares Gold Trust (IAU) stake by 3.1% in Q3 2026, buying an estimated $14.9K and bringing the position to 6,209 shares worth $485K. The position accounts for 0.05% of the portfolio, ranked #134.

Howard Financial Services first reported a position in IAU in Q1 2022 and has held it in 17 quarters since. The position peaked at $516K in Q4 2025. 1,243 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Howard Financial Services held 6,209 shares of iShares Gold Trust worth $485K as of Q3 2026.
  • Howard Financial Services bought 186 iShares Gold Trust shares in Q3 2026, an estimated $14.9K.
  • iShares Gold Trust made up 0.05% of Howard Financial Services's portfolio in Q3 2026, its #134 holding.
  • Howard Financial Services first reported a position in iShares Gold Trust in Q1 2022 and has held it in 17 quarters since.
  • Howard Financial Services's iShares Gold Trust position peaked at $516K in Q4 2025.
  • 1,243 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.