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NBC Securities’s iShares Gold Trust IAU Stock Holding History

NBC Securities’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 		$5.25M Sell
69,535
-1,622
-2% -$138K 0.36% 54
2026
Q1 		$6.27M Buy
71,157
+8,584
+14% +$787K 0.47% 30
2025
Q4 		$5.08M Buy
62,573
+17,686
+39% +$1.38M 0.38% 43
2025
Q3 		$3.27M Buy
44,887
+38,623
+617% +$2.52M 0.25% 92
2025
Q2 		$390K Sell
6,264
-109
-2% -$6.75K 0.03% 586
2025
Q1 		$375K Buy
6,373
+6,367
+106,117% +$344K 0.03% 551
2024
Q4 		$317 Sell
6
-6,077
-100% -$305K 0.03% 594
2024
Q3 		$302K Buy
6,083
+629
+12% +$29.4K 0.03% 647
2024
Q2 		$239K Sell
5,454
-8,886
-62% -$393K 0.02% 695
2024
Q1 		$612K Sell
14,340
-2,865
-17% -$112K 0.06% 382
2023
Q4 		$671K Hold
17,205
– – 0.07% 315
2023
Q3 		$602K Buy
+17,205
New +$628K 0.07% 329

Other funds holding IAU

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
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
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

NBC Securities's IAU Position: Q2 2026 in Review

NBC Securities reduced its iShares Gold Trust (IAU) stake by 2.3% in Q2 2026, selling an estimated $138K and leaving 69,535 shares worth $5.25M. The position accounts for 0.36% of the portfolio, ranked #54.

NBC Securities first reported a position in IAU in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.27M in Q1 2026. 424 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • NBC Securities held 69,535 shares of iShares Gold Trust worth $5.25M as of Q2 2026.
  • NBC Securities sold 1,622 iShares Gold Trust shares in Q2 2026, an estimated $138K.
  • iShares Gold Trust made up 0.36% of NBC Securities's portfolio in Q2 2026, its #54 holding.
  • NBC Securities first reported a position in iShares Gold Trust in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's iShares Gold Trust position peaked at $6.27M in Q1 2026.
  • 424 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.