NorthRock Partners
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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
Q3 		$3.45M Sell
44,165
-7,716
-15% -$619K 0.05% 162
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

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

NorthRock Partners's IAU Position: Q3 2026 in Review

NorthRock Partners reduced its iShares Gold Trust (IAU) stake by 15% in Q3 2026, selling an estimated $619K and leaving 44,165 shares worth $3.45M. The position accounts for 0.05% of the portfolio, ranked #162.

NorthRock Partners first reported a position in IAU in Q3 2019 and has held it in 15 quarters since. The position peaked at $10.1M in Q4 2025. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • NorthRock Partners held 44,165 shares of iShares Gold Trust worth $3.45M as of Q3 2026.
  • NorthRock Partners sold 7,716 iShares Gold Trust shares in Q3 2026, an estimated $619K.
  • iShares Gold Trust made up 0.05% of NorthRock Partners's portfolio in Q3 2026, its #162 holding.
  • NorthRock Partners first reported a position in iShares Gold Trust in Q3 2019 and has held it in 15 quarters since.
  • NorthRock Partners's iShares Gold Trust position peaked at $10.1M in Q4 2025.
  • 1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on NorthRock Partners's 13F filing for Q3 2026, filed 13 Nov 2026.