Williams & Novak’s iShares Gold Trust IAU Stock Holding History

Williams & Novak’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 Q3	$456K	Sell	5,834 -90	-2%	-$7.21K	0.27%	76
2026 Q2	$447K	Hold	5,924	–	–	0.3%	77
2026 Q1	$531K	Hold	5,924	–	–	0.4%	64
2025 Q4	$481K	Sell	5,924 -1,260	-18%	-$98.5K	0.36%	65
2025 Q3	$523K	Hold	7,184	–	–	0.4%	61
2025 Q2	$448K	Sell	7,184 -1,572	-18%	-$97.4K	0.38%	70
2025 Q1	$515K	Sell	8,756 -740	-8%	-$40K	0.5%	55
2024 Q4	$470K	Hold	9,496	–	–	0.45%	58
2024 Q3	$472K	Sell	9,496 -13	-0.1%	-$609	0.44%	60
2024 Q2	$418K	Buy	9,509 +13	+0.1%	+$574	0.39%	59
2024 Q1	$371K	Hold	9,496	–	–	0.42%	56
2023 Q4	$371K	Buy	+9,496	New	+$355K	0.42%	56

Other funds holding IAU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Williams & Novak's IAU Position: Q3 2026 in Review

Williams & Novak reduced its iShares Gold Trust (IAU) stake by 1.5% in Q3 2026, selling an estimated $7.21K and leaving 5,834 shares worth $456K. The position accounts for 0.27% of the portfolio, ranked #76.

Williams & Novak first reported a position in IAU in Q4 2023 and has held it in 12 quarters since. The position peaked at $531K in Q1 2026. 1,214 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Williams & Novak held 5,834 shares of iShares Gold Trust worth $456K as of Q3 2026.
Williams & Novak sold 90 iShares Gold Trust shares in Q3 2026, an estimated $7.21K.
iShares Gold Trust made up 0.27% of Williams & Novak's portfolio in Q3 2026, its #76 holding.
Williams & Novak first reported a position in iShares Gold Trust in Q4 2023 and has held it in 12 quarters since.
Williams & Novak's iShares Gold Trust position peaked at $531K in Q1 2026.
1,214 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.