NP
IAU icon

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
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 $1.37T 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

NorthRock Partners's IAU Position: Q1 2026 in Review

NorthRock Partners reduced its iShares Gold Trust (IAU) stake by 63% in Q1 2026, selling an estimated $7.18M and leaving 46,777 shares worth $4.12M. The position accounts for 0.07% of the portfolio, ranked #135.

NorthRock Partners first reported a position in IAU in Q3 2019 and has held it in 13 quarters since. The position peaked at $10.1M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • NorthRock Partners held 46,777 shares of iShares Gold Trust worth $4.12M as of Q1 2026.
  • NorthRock Partners sold 78,219 iShares Gold Trust shares in Q1 2026, an estimated $7.18M.
  • iShares Gold Trust made up 0.07% of NorthRock Partners's portfolio in Q1 2026, its #135 holding.
  • NorthRock Partners first reported a position in iShares Gold Trust in Q3 2019 and has held it in 13 quarters since.
  • NorthRock Partners's iShares Gold Trust position peaked at $10.1M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.