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Northstar Investment Advisors’s iShares Gold Trust IAU Stock Holding History

Northstar Investment Advisors’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
2021
Q2 		– Sell
-5,400
Closed -$176K – 163
2021
Q1 		$176K Sell
5,400
-50
-0.9% -$1.71K 0.03% 154
2020
Q4 		$198K Buy
5,450
+200
+4% +$7.16K 0.03% 139
2020
Q3 		$189K Sell
5,250
-900
-15% -$32.9K 0.03% 130
2020
Q2 		$209K Sell
6,150
-563
-8% -$18.4K 0.04% 123
2020
Q1 		$202K Buy
6,713
+321
+5% +$9.7K 0.05% 116
2019
Q4 		$185K Sell
6,392
-498
-7% -$14.1K 0.03% 137
2019
Q3 		$201K Hold
6,890
– – 0.03% 131
2019
Q2 		$186K Hold
6,890
– – 0.03% 117
2019
Q1 		$171K Sell
6,890
-400
-5% -$9.99K 0.03% 120
2018
Q4 		$179K Hold
7,290
– – 0.04% 111
2018
Q3 		$167K Sell
7,290
-110
-1% -$2.56K 0.03% 108
2018
Q2 		$178K Hold
7,400
– – 0.04% 108
2018
Q1 		$188K Hold
7,400
– – 0.04% 104
2017
Q4 		$185K Hold
7,400
– – 0.03% 113
2017
Q3 		$182K Hold
7,400
– – 0.04% 119
2017
Q2 		$177K Hold
7,400
– – 0.04% 111
2017
Q1 		$179K Hold
7,400
– – 0.04% 112
2016
Q4 		$164K Hold
7,400
– – 0.04% 108
2016
Q3 		$181K Sell
7,400
-988
-12% -$25.4K 0.04% 104
2016
Q2 		$214K Hold
8,388
– – 0.05% 100
2016
Q1 		$199K Hold
8,388
– – 0.05% 101
2015
Q4 		$172K Hold
8,388
– – 0.04% 103
2015
Q3 		$181K Hold
8,388
– – 0.05% 90
2015
Q2 		$190K Hold
8,388
– – 0.05% 105
2015
Q1 		$192K Sell
8,388
-932
-10% -$22K 0.05% 106
2014
Q4 		$213K Buy
9,320
+544
+6% +$12.6K 0.05% 104
2014
Q3 		$205K Sell
8,776
-500
-5% -$12.4K 0.05% 102
2014
Q2 		$239K Sell
9,276
-2,150
-19% -$53.8K 0.06% 101
2014
Q1 		$284K Sell
11,426
-3,937
-26% -$98.8K 0.08% 96
2013
Q4 		$359K Buy
15,363
+78
+0.5% +$1.93K 0.1% 90
2013
Q3 		$394K Sell
15,285
-565
-4% -$14.6K 0.12% 83
2013
Q2 		$380K Buy
+15,850
New +$436K 0.12% 82

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northstar Investment Advisors's IAU Position: Q2 2021 in Review

Northstar Investment Advisors sold out of iShares Gold Trust (IAU) in Q2 2021, closing a stake of 5,400 shares — an estimated $176K sold.

Northstar Investment Advisors first reported a position in IAU in Q2 2013 and held it in 32 quarters. The position peaked at $394K in Q3 2013. 874 funds tracked by Wall St. Rank hold IAU as of Q2 2021.

  • Northstar Investment Advisors reported no remaining iShares Gold Trust position as of Q2 2021 after selling out during the quarter.
  • Northstar Investment Advisors sold 5,400 iShares Gold Trust shares in Q2 2021, an estimated $176K.
  • Northstar Investment Advisors first reported a position in iShares Gold Trust in Q2 2013 and held it in 32 quarters.
  • Northstar Investment Advisors's iShares Gold Trust position peaked at $394K in Q3 2013.
  • 874 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2021.

Based on Northstar Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.