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Northwestern Mutual Investment Services’s iShares Gold Trust IAU Stock Holding History

Northwestern Mutual Investment Services’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
2015
Q4 		– Sell
-417
Closed -$9K – 217
2015
Q3 		$9K Buy
+417
New +$9.06K ﹤0.01% 44
2014
Q3 		– Sell
-100
Closed -$3K – 93
2014
Q2 		$3K Buy
+100
New +$2.5K ﹤0.01% 83

Other funds holding IAU

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Investment Services's IAU Position: Q4 2015 in Review

Northwestern Mutual Investment Services sold out of iShares Gold Trust (IAU) in Q4 2015, closing a stake of 417 shares — an estimated $9K sold.

Northwestern Mutual Investment Services first reported a position in IAU in Q2 2014 and held it in 2 quarters. The position peaked at $9K in Q3 2015. 375 funds tracked by Wall St. Rank hold IAU as of Q4 2015.

  • Northwestern Mutual Investment Services reported no remaining iShares Gold Trust position as of Q4 2015 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 417 iShares Gold Trust shares in Q4 2015, an estimated $9K.
  • Northwestern Mutual Investment Services first reported a position in iShares Gold Trust in Q2 2014 and held it in 2 quarters.
  • Northwestern Mutual Investment Services's iShares Gold Trust position peaked at $9K in Q3 2015.
  • 375 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2015.

Based on Northwestern Mutual Investment Services's 13F filing for Q4 2015, filed 16 Feb 2016.