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NorthRock Partners’s iShares Gold Trust IAU Stock Holding History

NorthRock Partners’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 		$3.92M Buy
51,881
+5,104
+11% +$433K 0.06% 142
2026
Q1 		$4.12M Sell
46,777
-78,219
-63% -$7.18M 0.07% 135
2025
Q4 		$10.1M Buy
124,996
+29,001
+30% +$2.27M 0.17% 81
2025
Q3 		$6.99M Buy
95,995
+91,895
+2,241% +$5.99M 0.13% 96
2025
Q2 		$256K Sell
4,100
-556
-12% -$34.5K 0.01% 578
2025
Q1 		$275K Buy
4,656
+429
+10% +$23.2K 0.01% 490
2024
Q4 		$209K Sell
4,227
-44,873
-91% -$2.25M 0.01% 558
2024
Q3 		$2.44M Buy
+49,100
New +$2.3M 0.08% 107
2022
Q1 		– Sell
-8,535
Closed -$297K – 349
2021
Q4 		$297K Buy
+8,535
New +$292K 0.02% 245
2020
Q4 		– Sell
-6,899
Closed -$248K – 243
2020
Q3 		$248K Sell
6,899
-282
-4% -$10.3K 0.03% 185
2020
Q2 		$244K Buy
7,181
+603
+9% +$19.8K 0.03% 175
2020
Q1 		$198K Sell
6,578
-767
-10% -$23.2K 0.03% 188
2019
Q4 		$213K Sell
7,345
-1,297
-15% -$36.8K 0.02% 241
2019
Q3 		$244K Buy
+8,642
New +$244K 0.03% 185

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

NorthRock Partners's IAU Position: Q2 2026 in Review

NorthRock Partners increased its iShares Gold Trust (IAU) stake by 11% in Q2 2026, buying an estimated $433K and bringing the position to 51,881 shares worth $3.92M. The position accounts for 0.06% of the portfolio, ranked #142.

NorthRock Partners first reported a position in IAU in Q3 2019 and has held it in 14 quarters since. The position peaked at $10.1M in Q4 2025. 1,912 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • NorthRock Partners held 51,881 shares of iShares Gold Trust worth $3.92M as of Q2 2026.
  • NorthRock Partners bought 5,104 iShares Gold Trust shares in Q2 2026, an estimated $433K.
  • iShares Gold Trust made up 0.06% of NorthRock Partners's portfolio in Q2 2026, its #142 holding.
  • NorthRock Partners first reported a position in iShares Gold Trust in Q3 2019 and has held it in 14 quarters since.
  • NorthRock Partners's iShares Gold Trust position peaked at $10.1M in Q4 2025.
  • 1,912 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.