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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
Q2 		$455K Buy
6,023
+1,433
+31% +$122K 0.05% 157
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

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

Howard Financial Services's IAU Position: Q2 2026 in Review

Howard Financial Services increased its iShares Gold Trust (IAU) stake by 31% in Q2 2026, buying an estimated $122K and bringing the position to 6,023 shares worth $455K. The position accounts for 0.05% of the portfolio, ranked #157.

Howard Financial Services first reported a position in IAU in Q1 2022 and has held it in 16 quarters since. The position peaked at $516K in Q4 2025. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Howard Financial Services held 6,023 shares of iShares Gold Trust worth $455K as of Q2 2026.
  • Howard Financial Services bought 1,433 iShares Gold Trust shares in Q2 2026, an estimated $122K.
  • iShares Gold Trust made up 0.05% of Howard Financial Services's portfolio in Q2 2026, its #157 holding.
  • Howard Financial Services first reported a position in iShares Gold Trust in Q1 2022 and has held it in 16 quarters since.
  • Howard Financial Services's iShares Gold Trust position peaked at $516K in Q4 2025.
  • 1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.