Novak & Powell Financial Services’s iShares Gold Trust IAU Stock Holding History

Novak & Powell 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 Q1	$3.35M	Sell	38,023 -1	-0%	-$92	1.81%	13
2025 Q4	$3.09M	Sell	38,024 -366	-1%	-$28.6K	1.61%	14
2025 Q3	$2.79M	Sell	38,390 -196	-0.5%	-$12.8K	1.47%	16
2025 Q2	$2.41M	Buy	38,586 +351	+0.9%	+$21.8K	1.67%	13
2025 Q1	$2.25M	Sell	38,235 -277	-0.7%	-$15K	1.4%	18
2024 Q4	$1.91M	Sell	38,512 -474	-1%	-$23.8K	1.14%	20
2024 Q3	$1.94M	Sell	38,986 -306	-0.8%	-$14.3K	1.12%	21
2024 Q2	$1.73M	Hold	39,292	–	–	1.07%	21
2024 Q1	$1.65M	Sell	39,292 -57	-0.1%	-$2.23K	1.23%	19
2023 Q4	$1.54M	Buy	+39,349	New	+$1.47M	1.02%	27

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Novak & Powell Financial Services's IAU Position: Q1 2026 in Review

Novak & Powell Financial Services reduced its iShares Gold Trust (IAU) stake by 0% in Q1 2026, selling an estimated $92 and leaving 38,023 shares worth $3.35M. The position accounts for 1.81% of the portfolio, ranked #13.

Novak & Powell Financial Services first reported a position in IAU in Q4 2023 and has held it in 10 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Novak & Powell Financial Services held 38,023 shares of iShares Gold Trust worth $3.35M as of Q1 2026.
Novak & Powell Financial Services sold 1 iShares Gold Trust share in Q1 2026, an estimated $92.
iShares Gold Trust made up 1.81% of Novak & Powell Financial Services's portfolio in Q1 2026, its #13 holding.
Novak & Powell Financial Services first reported a position in iShares Gold Trust in Q4 2023 and has held it in 10 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.