Howard Wealth Management
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Howard Wealth Management’s iShares Gold Trust IAU Stock Holding History

Howard Wealth Management’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 		$247K Hold
3,168
– – 0.09% 131
2026
Q2 		$239K Sell
3,168
-35
-1% -$2.97K 0.09% 139
2026
Q1 		$282K Buy
3,203
+331
+12% +$30.4K 0.12% 116
2025
Q4 		$233K Buy
2,872
+60
+2% +$4.69K 0.1% 123
2025
Q3 		$205K Buy
+2,812
New +$183K 0.09% 130

Other funds holding IAU

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Howard Wealth Management's IAU Position: Q3 2026 in Review

Howard Wealth Management held its iShares Gold Trust (IAU) position steady in Q3 2026 at 3,168 shares worth $247K. The position accounts for 0.09% of the portfolio, ranked #131.

Howard Wealth Management first reported a position in IAU in Q3 2025 and has held it in 5 quarters since. The position peaked at $282K in Q1 2026. 806 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Howard Wealth Management held 3,168 shares of iShares Gold Trust worth $247K as of Q3 2026.
  • Howard Wealth Management left its iShares Gold Trust share count unchanged in Q3 2026.
  • iShares Gold Trust made up 0.09% of Howard Wealth Management's portfolio in Q3 2026, its #131 holding.
  • Howard Wealth Management first reported a position in iShares Gold Trust in Q3 2025 and has held it in 5 quarters since.
  • Howard Wealth Management's iShares Gold Trust position peaked at $282K in Q1 2026.
  • 806 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.