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

Nova 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
Q2 		$793K Sell
10,496
-4,472
-30% -$380K 0.44% 68
2026
Q1 		$1.32M Sell
14,968
-60
-0.4% -$5.5K 0.86% 32
2025
Q4 		$1.22M Buy
15,028
+1,955
+15% +$153K 0.84% 38
2025
Q3 		$951K Buy
13,073
+915
+8% +$59.7K 0.67% 44
2025
Q2 		$758K Buy
12,158
+759
+7% +$47K 0.56% 46
2025
Q1 		$672K Sell
11,399
-516
-4% -$27.9K 0.58% 48
2024
Q4 		$590K Buy
+11,915
New +$599K 0.51% 49

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

Nova Wealth Management's IAU Position: Q2 2026 in Review

Nova Wealth Management reduced its iShares Gold Trust (IAU) stake by 30% in Q2 2026, selling an estimated $380K and leaving 10,496 shares worth $793K. The position accounts for 0.44% of the portfolio, ranked #68.

Nova Wealth Management first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Nova Wealth Management held 10,496 shares of iShares Gold Trust worth $793K as of Q2 2026.
  • Nova Wealth Management sold 4,472 iShares Gold Trust shares in Q2 2026, an estimated $380K.
  • iShares Gold Trust made up 0.44% of Nova Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Nova Wealth Management first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Nova Wealth Management's iShares Gold Trust position peaked at $1.32M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.