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Howland Capital Management’s iShares Gold Trust IAU Stock Holding History

Howland Capital 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
Q2 		$4.49M Buy
59,479
+6,485
+12% +$550K 0.16% 80
2026
Q1 		$4.67M Buy
52,994
+4,776
+10% +$438K 0.18% 74
2025
Q4 		$3.91M Buy
48,218
+8,028
+20% +$628K 0.15% 82
2025
Q3 		$2.92M Buy
40,190
+220
+0.6% +$14.4K 0.11% 93
2025
Q2 		$2.49M Buy
39,970
+200
+0.5% +$12.4K 0.1% 100
2025
Q1 		$2.34M Buy
39,770
+1,623
+4% +$87.8K 0.1% 102
2024
Q4 		$1.89M Buy
38,147
+37
+0.1% +$1.86K 0.08% 113
2024
Q3 		$1.89M Sell
38,110
-6,000
-14% -$281K 0.08% 111
2024
Q2 		$1.94M Sell
44,110
-258,970
-85% -$11.4M 0.09% 101
2024
Q1 		$12.7M Sell
303,080
-14,889
-5% -$584K 0.61% 46
2023
Q4 		$12.4M Sell
317,969
-4,687
-1% -$175K 0.66% 43
2023
Q3 		$11.3M Buy
322,656
+23,517
+8% +$858K 0.66% 41
2023
Q2 		$10.9M Buy
299,139
+10,616
+4% +$398K 0.62% 45
2023
Q1 		$10.8M Buy
288,523
+5,633
+2% +$202K 0.65% 47
2022
Q4 		$9.79M Sell
282,890
-13,427
-5% -$441K 0.6% 50
2022
Q3 		$9.34M Buy
296,317
+2,144
+0.7% +$70.3K 0.6% 49
2022
Q2 		$10.1M Buy
294,173
+12,795
+5% +$455K 0.62% 49
2022
Q1 		$10.4M Buy
281,378
+4,926
+2% +$176K 0.56% 49
2021
Q4 		$9.62M Buy
276,452
+2,482
+0.9% +$84.8K 0.49% 55
2021
Q3 		$9.15M Buy
273,970
+4,416
+2% +$150K 0.48% 56
2021
Q2 		$9.09M Buy
269,554
+15,306
+6% +$529K 0.47% 55
2021
Q1 		$8.27M Buy
254,248
+19,935
+9% +$681K 0.46% 55
2020
Q4 		$8.5M Buy
234,313
+20,879
+10% +$747K 0.5% 55
2020
Q3 		$7.68M Buy
213,434
+29,297
+16% +$1.07M 0.51% 52
2020
Q2 		$6.26M Sell
184,137
-49,706
-21% -$1.63M 0.45% 56
2020
Q1 		$7.05M Buy
233,843
+25,776
+12% +$779K 0.62% 52
2019
Q4 		$6.03M Buy
208,067
+6,942
+3% +$197K 0.43% 61
2019
Q3 		$5.67M Buy
201,125
+460
+0.2% +$13K 0.43% 59
2019
Q2 		$5.42M Buy
200,665
+6,813
+4% +$171K 0.42% 59
2019
Q1 		$4.8M Buy
193,852
+826
+0.4% +$20.6K 0.39% 62
2018
Q4 		$4.75M Buy
193,026
+94,104
+95% +$2.22M 0.45% 64
2018
Q3 		$2.26M Buy
98,922
+2,336
+2% +$54.3K 0.17% 89
2018
Q2 		$2.32M Buy
96,586
+17,178
+22% +$431K 0.19% 88
2018
Q1 		$2.02M Buy
79,408
+2,846
+4% +$72.7K 0.16% 91
2017
Q4 		$1.92M Buy
76,562
+6,575
+9% +$161K 0.15% 92
2017
Q3 		$1.72M Sell
69,987
-268
-0.4% -$6.59K 0.14% 92
2017
Q2 		$1.68M Buy
70,255
+1,008
+1% +$24.4K 0.14% 94
2017
Q1 		$1.66M Buy
69,247
+1,704
+3% +$40K 0.14% 95
2016
Q4 		$1.5M Buy
67,543
+1,000
+2% +$23.5K 0.14% 98
2016
Q3 		$1.69M Sell
66,543
-6,533
-9% -$168K 0.16% 90
2016
Q2 		$1.86M Buy
73,076
+33
+0% +$802 0.18% 84
2016
Q1 		$1.74M Buy
73,043
+4,647
+7% +$106K 0.18% 84
2015
Q4 		$1.4M Sell
68,396
-3,927
-5% -$83.7K 0.14% 97
2015
Q3 		$1.56M Sell
72,323
-1,805
-2% -$39.2K 0.17% 89
2015
Q2 		$1.68M Buy
74,128
+605
+0.8% +$14K 0.17% 92
2015
Q1 		$1.68M Sell
73,523
-860
-1% -$20.3K 0.17% 88
2014
Q4 		$1.7M Sell
74,383
-8,645
-10% -$201K 0.17% 92
2014
Q3 		$1.94M Buy
83,028
+5,335
+7% +$132K 0.2% 83
2014
Q2 		$2M Sell
77,693
-525
-0.7% -$13.1K 0.2% 84
2014
Q1 		$1.95M Buy
78,218
+7,420
+10% +$186K 0.22% 85
2013
Q4 		$1.65M Sell
70,798
-1,075
-1% -$26.5K 0.21% 87
2013
Q3 		$1.85M Sell
71,873
-12,762
-15% -$329K 0.25% 81
2013
Q2 		$2.03M Buy
+84,635
New +$2.33M 0.32% 73

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Howland Capital Management's IAU Position: Q2 2026 in Review

Howland Capital Management increased its iShares Gold Trust (IAU) stake by 12% in Q2 2026, buying an estimated $550K and bringing the position to 59,479 shares worth $4.49M. The position accounts for 0.16% of the portfolio, ranked #80.

Howland Capital Management first reported a position in IAU in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.7M in Q1 2024. 399 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Howland Capital Management held 59,479 shares of iShares Gold Trust worth $4.49M as of Q2 2026.
  • Howland Capital Management bought 6,485 iShares Gold Trust shares in Q2 2026, an estimated $550K.
  • iShares Gold Trust made up 0.16% of Howland Capital Management's portfolio in Q2 2026, its #80 holding.
  • Howland Capital Management first reported a position in iShares Gold Trust in Q2 2013 and has held it in 53 quarters since.
  • Howland Capital Management's iShares Gold Trust position peaked at $12.7M in Q1 2024.
  • 399 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Howland Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.