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Northwest Investment Counselors’s iShares Gold Trust IAU Stock Holding History

Northwest Investment Counselors’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
2024
Q3 		$348 Buy
+7
New +$328 ﹤0.01% 607
2023
Q1 		– Sell
-703
Closed -$24.3K – 568
2022
Q4 		$24.3K Hold
703
– – 0.01% 312
2022
Q3 		$22K Hold
703
– – 0.01% 296
2022
Q2 		$24K Hold
703
– – 0.01% 287
2022
Q1 		$26K Hold
703
– – 0.01% 292
2021
Q4 		$24K Buy
+703
New +$24K 0.01% 292
2021
Q2 		– Sell
-704
Closed -$23K – 274
2021
Q1 		$23K Buy
+704
New +$24.1K 0.01% 288
2019
Q4 		– Sell
-500
Closed -$14K – 313
2019
Q3 		$14K Buy
+500
New +$14.1K 0.01% 322

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwest Investment Counselors's IAU Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in iShares Gold Trust (IAU) in Q3 2024: 7 shares worth $348. The stake represents ﹤0.01% of the portfolio and ranks #607 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in IAU as recently as Q4 2022.

Northwest Investment Counselors first reported a position in IAU in Q3 2019 and has held it in 8 quarters since. The position peaked at $26K in Q1 2022. 1,225 funds tracked by Wall St. Rank hold IAU as of Q3 2024.

  • Northwest Investment Counselors held 7 shares of iShares Gold Trust worth $348 as of Q3 2024.
  • iShares Gold Trust was a new Northwest Investment Counselors position in Q3 2024.
  • iShares Gold Trust made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #607 holding.
  • Northwest Investment Counselors first reported a position in iShares Gold Trust in Q3 2019 and has held it in 8 quarters since.
  • Northwest Investment Counselors's iShares Gold Trust position peaked at $26K in Q1 2022.
  • 1,225 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.