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Norris Financial Group’s iShares Gold Trust IAU Stock Holding History

Norris Financial 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 		– Sell
-236,569
Closed -$20.9M – 88
2026
Q1 		$20.9M Sell
236,569
-1,510
-0.6% -$139K 6.81% 2
2025
Q4 		$19.3M Sell
238,079
-3,043
-1% -$238K 6.57% 2
2025
Q3 		$17.5M Sell
241,122
-1,952
-0.8% -$127K 6.41% 2
2025
Q2 		$15.2M Sell
243,074
-19,755
-8% -$1.22M 6.21% 2
2025
Q1 		$15.5M Sell
262,829
-3,733
-1% -$202K 7.23% 2
2024
Q4 		$13.2M Buy
266,562
+35,870
+16% +$1.8M 6.2% 2
2024
Q3 		$11.5M Sell
230,692
-8,469
-4% -$396K 5.64% 3
2024
Q2 		$10.5M Sell
239,161
-19,050
-7% -$842K 5.47% 4
2024
Q1 		$10.8M Sell
258,211
-9,332
-3% -$366K 5.95% 4
2023
Q4 		$10.4M Buy
267,543
+67,555
+34% +$2.53M 6.34% 4
2023
Q3 		$7M Sell
199,988
-91,985
-32% -$3.36M 4.85% 4
2023
Q2 		$10.6M Buy
291,973
+13,509
+5% +$506K 7.36% 2
2023
Q1 		$10.4M Buy
278,464
+90,205
+48% +$3.24M 7.63% 2
2022
Q4 		$6.51M Buy
188,259
+3,094
+2% +$102K 5.5% 5
2022
Q3 		$5.84M Sell
185,165
-34,816
-16% -$1.14M 5.34% 6
2022
Q2 		$7.55M Sell
219,981
-7,846
-3% -$279K 6.07% 4
2022
Q1 		$8.39M Buy
227,827
+160,237
+237% +$5.72M 5.06% 4
2021
Q4 		$2.35M Sell
67,590
-104,827
-61% -$3.58M 1.42% 20
2021
Q3 		$5.76M Sell
172,417
-22,095
-11% -$753K 3.81% 7
2021
Q2 		$6.56M Sell
194,512
-86,679
-31% -$3M 4.42% 4
2021
Q1 		$9.14M Sell
281,191
-227,785
-45% -$7.78M 6.71% 1
2020
Q4 		$18.5M Buy
508,976
+8,717
+2% +$312K 14.55% 1
2020
Q3 		$18M Buy
500,259
+55,717
+13% +$2.03M 15.23% 1
2020
Q2 		$15.1M Buy
444,542
+126,533
+40% +$4.15M 14.28% 1
2020
Q1 		$9.58M Buy
+318,009
New +$9.61M 10.65% 3

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

Norris Financial Group's IAU Position: Q2 2026 in Review

Norris Financial Group sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 236,569 shares — an estimated $20.9M sold.

Norris Financial Group first reported a position in IAU in Q1 2020 and held it in 25 quarters. The position peaked at $20.9M in Q1 2026. 1,904 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Norris Financial Group reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Norris Financial Group sold 236,569 iShares Gold Trust shares in Q2 2026, an estimated $20.9M.
  • Norris Financial Group first reported a position in iShares Gold Trust in Q1 2020 and held it in 25 quarters.
  • Norris Financial Group's iShares Gold Trust position peaked at $20.9M in Q1 2026.
  • 1,904 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.