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Northeast Financial Consultants’s iShares Gold Trust IAU Stock Holding History

Northeast Financial Consultants’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
2025
Q2 		$492K Hold
7,888
– – 0.02% 205
2025
Q1 		$465K Hold
7,888
– – 0.02% 202
2024
Q4 		$391K Buy
+7,888
New +$396K 0.02% 217

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Northeast Financial Consultants's IAU Position: Q2 2025 in Review

Northeast Financial Consultants held its iShares Gold Trust (IAU) position steady in Q2 2025 at 7,888 shares worth $492K. The position accounts for 0.02% of the portfolio, ranked #205.

Northeast Financial Consultants first reported a position in IAU in Q4 2024 and has held it in 3 quarters since. 1,589 funds tracked by Wall St. Rank hold IAU as of Q2 2025.

  • Northeast Financial Consultants held 7,888 shares of iShares Gold Trust worth $492K as of Q2 2025.
  • Northeast Financial Consultants left its iShares Gold Trust share count unchanged in Q2 2025.
  • iShares Gold Trust made up 0.02% of Northeast Financial Consultants's portfolio in Q2 2025, its #205 holding.
  • Northeast Financial Consultants first reported a position in iShares Gold Trust in Q4 2024 and has held it in 3 quarters since.
  • 1,589 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.