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Novem Group’s iShares Gold Trust IAU Stock Holding History

Novem Group’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 		$1.34M Buy
17,722
+67
+0.4% +$5.69K 0.14% 127
2026
Q1 		$1.56M Buy
17,655
+445
+3% +$40.8K 0.18% 103
2025
Q4 		$1.4M Sell
17,210
-884
-5% -$69.1K 0.16% 109
2025
Q3 		$1.32M Sell
18,094
-152
-0.8% -$9.92K 0.15% 123
2025
Q2 		$1.14M Buy
18,246
+649
+4% +$40.2K 0.14% 122
2025
Q1 		$1.04M Buy
17,597
+1,079
+7% +$58.4K 0.15% 129
2024
Q4 		$818K Buy
+16,518
New +$830K 0.12% 152

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

Novem Group's IAU Position: Q2 2026 in Review

Novem Group increased its iShares Gold Trust (IAU) stake by 0.38% in Q2 2026, buying an estimated $5.69K and bringing the position to 17,722 shares worth $1.34M. The position accounts for 0.14% of the portfolio, ranked #127.

Novem Group first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.56M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Novem Group held 17,722 shares of iShares Gold Trust worth $1.34M as of Q2 2026.
  • Novem Group bought 67 iShares Gold Trust shares in Q2 2026, an estimated $5.69K.
  • iShares Gold Trust made up 0.14% of Novem Group's portfolio in Q2 2026, its #127 holding.
  • Novem Group first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Novem Group's iShares Gold Trust position peaked at $1.56M in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.