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NorthCrest Asset Manangement’s iShares Gold Trust IAU Stock Holding History

NorthCrest Asset Manangement’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 		$16M Sell
205,888
-6,363
-3% -$540K 0.41% 57
2026
Q1 		$18.7M Sell
212,251
-52,013
-20% -$4.77M 0.58% 41
2025
Q4 		$22.1M Sell
264,264
-27,385
-9% -$2.14M 0.49% 51
2025
Q3 		$21.9M Sell
291,649
-6,241
-2% -$407K 0.52% 49
2025
Q2 		$18.7M Sell
297,890
-38,466
-11% -$2.38M 0.5% 54
2025
Q1 		$19.8M Sell
336,356
-29,901
-8% -$1.62M 0.6% 47
2024
Q4 		$18.1M Sell
366,257
-10,827
-3% -$544K 0.54% 50
2024
Q3 		$18.7M Sell
377,084
-14,334
-4% -$671K 0.57% 51
2024
Q2 		$17.2M Sell
391,418
-14,763
-4% -$652K 0.57% 50
2024
Q1 		$17.1M Sell
406,181
-759
-0.2% -$29.8K 0.58% 49
2023
Q4 		$15.9M Sell
406,940
-16,738
-4% -$626K 0.6% 51
2023
Q3 		$14.8M Sell
423,678
-6,795
-2% -$248K 0.6% 52
2023
Q2 		$15.7M Sell
430,473
-3,767
-0.9% -$141K 0.62% 49
2023
Q1 		$16.2M Buy
434,240
+424,823
+4,511% +$15.2M 0.68% 48
2022
Q4 		$326K Sell
9,417
-440,521
-98% -$14.5M 0.02% 353
2022
Q3 		$14.2M Sell
449,938
-12,761
-3% -$418K 0.77% 41
2022
Q2 		$15.9M Buy
+462,699
New +$16.5M 0.81% 36
2022
Q1 		– Sell
-477,980
Closed -$16.6M – 429
2021
Q4 		$16.6M Buy
+477,980
New +$16.3M 0.91% 30

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 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
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

NorthCrest Asset Manangement's IAU Position: Q2 2026 in Review

NorthCrest Asset Manangement reduced its iShares Gold Trust (IAU) stake by 3% in Q2 2026, selling an estimated $540K and leaving 205,888 shares worth $16M. The position accounts for 0.41% of the portfolio, ranked #57.

NorthCrest Asset Manangement first reported a position in IAU in Q4 2021 and has held it in 18 quarters since. The position peaked at $22.1M in Q4 2025. 348 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • NorthCrest Asset Manangement held 205,888 shares of iShares Gold Trust worth $16M as of Q2 2026.
  • NorthCrest Asset Manangement sold 6,363 iShares Gold Trust shares in Q2 2026, an estimated $540K.
  • iShares Gold Trust made up 0.41% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #57 holding.
  • NorthCrest Asset Manangement first reported a position in iShares Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • NorthCrest Asset Manangement's iShares Gold Trust position peaked at $22.1M in Q4 2025.
  • 348 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.