NSIM
IAU icon

North Star Investment Management’s iShares Gold Trust IAU Stock Holding History

North Star Investment Management’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
Q1 		$377K Buy
4,281
+800
+23% +$73.4K 0.02% 416
2025
Q4 		$283K Buy
3,481
+800
+30% +$62.6K 0.02% 397
2025
Q3 		$195K Buy
2,681
+606
+29% +$39.5K 0.01% 438
2025
Q2 		$129K Buy
2,075
+194
+10% +$12K 0.01% 492
2025
Q1 		$111K Hold
1,881
– – 0.01% 495
2024
Q4 		$93.1K Buy
1,881
+1,500
+394% +$75.4K 0.01% 519
2024
Q3 		$18.9K Hold
381
– – ﹤0.01% 735
2024
Q2 		$16.7K Hold
381
– – ﹤0.01% 744
2024
Q1 		$16K Sell
381
-479
-56% -$18.8K ﹤0.01% 783
2023
Q4 		$33.6K Buy
860
+479
+126% +$17.9K ﹤0.01% 654
2023
Q3 		$13.3K Hold
381
– – ﹤0.01% 791
2023
Q2 		$13.9K Hold
381
– – ﹤0.01% 798
2023
Q1 		$14.2K Buy
+381
New +$13.7K ﹤0.01% 812
2022
Q4 		– Sell
-160
Closed -$5K – 1325
2022
Q3 		$5K Hold
160
– – ﹤0.01% 920
2022
Q2 		$5K Hold
160
– – ﹤0.01% 936
2022
Q1 		$6K Buy
+160
New +$5.72K ﹤0.01% 955

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

North Star Investment Management's IAU Position: Q1 2026 in Review

North Star Investment Management increased its iShares Gold Trust (IAU) stake by 23% in Q1 2026, buying an estimated $73.4K and bringing the position to 4,281 shares worth $377K. The position accounts for 0.02% of the portfolio, ranked #416.

North Star Investment Management first reported a position in IAU in Q1 2022 and has held it in 16 quarters since. 1,961 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • North Star Investment Management held 4,281 shares of iShares Gold Trust worth $377K as of Q1 2026.
  • North Star Investment Management bought 800 iShares Gold Trust shares in Q1 2026, an estimated $73.4K.
  • iShares Gold Trust made up 0.02% of North Star Investment Management's portfolio in Q1 2026, its #416 holding.
  • North Star Investment Management first reported a position in iShares Gold Trust in Q1 2022 and has held it in 16 quarters since.
  • 1,961 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.