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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
Q2 		$2.83M Sell
37,469
-554
-1% -$47K 1.33% 18
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
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

Novak & Powell Financial Services's IAU Position: Q2 2026 in Review

Novak & Powell Financial Services reduced its iShares Gold Trust (IAU) stake by 1.5% in Q2 2026, selling an estimated $47K and leaving 37,469 shares worth $2.83M. The position accounts for 1.33% of the portfolio, ranked #18.

Novak & Powell Financial Services first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.35M in Q1 2026. 1,911 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Novak & Powell Financial Services held 37,469 shares of iShares Gold Trust worth $2.83M as of Q2 2026.
  • Novak & Powell Financial Services sold 554 iShares Gold Trust shares in Q2 2026, an estimated $47K.
  • iShares Gold Trust made up 1.33% of Novak & Powell Financial Services's portfolio in Q2 2026, its #18 holding.
  • Novak & Powell Financial Services first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Novak & Powell Financial Services's iShares Gold Trust position peaked at $3.35M in Q1 2026.
  • 1,911 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.