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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
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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Williams & Novak's IAU Position: Q2 2026 in Review

Williams & Novak held its iShares Gold Trust (IAU) position steady in Q2 2026 at 5,924 shares worth $447K. The position accounts for 0.3% of the portfolio, ranked #77.

Williams & Novak first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $531K in Q1 2026. 660 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Williams & Novak held 5,924 shares of iShares Gold Trust worth $447K as of Q2 2026.
  • Williams & Novak left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.3% of Williams & Novak's portfolio in Q2 2026, its #77 holding.
  • Williams & Novak first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • Williams & Novak's iShares Gold Trust position peaked at $531K in Q1 2026.
  • 660 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.