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Northstar Financial Companies’s iShares Gold Trust IAU Stock Holding History

Northstar Financial Companies’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 		$2.68M Buy
35,557
+3,563
+11% +$302K 1.81% 16
2026
Q1 		$2.82M Buy
31,994
+301
+0.9% +$27.6K 2.24% 11
2025
Q4 		$2.57M Buy
31,693
+12,865
+68% +$1.01M 2.05% 10
2025
Q3 		$1.37M Buy
+18,828
New +$1.23M 1.27% 22

Other funds holding IAU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northstar Financial Companies's IAU Position: Q2 2026 in Review

Northstar Financial Companies increased its iShares Gold Trust (IAU) stake by 11% in Q2 2026, buying an estimated $302K and bringing the position to 35,557 shares worth $2.68M. The position accounts for 1.81% of the portfolio, ranked #16.

Northstar Financial Companies first reported a position in IAU in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.82M in Q1 2026. 1,223 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Northstar Financial Companies held 35,557 shares of iShares Gold Trust worth $2.68M as of Q2 2026.
  • Northstar Financial Companies bought 3,563 iShares Gold Trust shares in Q2 2026, an estimated $302K.
  • iShares Gold Trust made up 1.81% of Northstar Financial Companies's portfolio in Q2 2026, its #16 holding.
  • Northstar Financial Companies first reported a position in iShares Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Northstar Financial Companies's iShares Gold Trust position peaked at $2.82M in Q1 2026.
  • 1,223 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.