Northwestern Mutual Wealth Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312M | Buy |
5,007,341
+288,905
| +6% | +$18M | 0.23% | 55 |
|
|
2025
Q1 | $278M | Buy |
4,718,436
+414,584
| +10% | +$24.4M | 0.23% | 53 |
|
|
2024
Q4 | $213M | Buy |
4,303,852
+160,250
| +4% | +$7.93M | 0.18% | 60 |
|
|
2024
Q3 | $206M | Sell |
4,143,602
-125,593
| -3% | -$6.24M | 0.18% | 60 |
|
|
2024
Q2 | $188M | Buy |
4,269,195
+8,681
| +0.2% | +$381K | 0.19% | 60 |
|
|
2024
Q1 | $179M | Sell |
4,260,514
-208,425
| -5% | -$8.76M | 0.18% | 59 |
|
|
2023
Q4 | $174M | Sell |
4,468,939
-1,669,471
| -27% | -$65.2M | 0.2% | 59 |
|
|
2023
Q3 | $215M | Sell |
6,138,410
-21,869,299
| -78% | -$765M | 0.28% | 45 |
|
|
2023
Q2 | $1.02B | Buy |
28,007,709
+854,943
| +3% | +$31.1M | 1.32% | 15 |
|
|
2023
Q1 | $1.01B | Buy |
27,152,766
+530,831
| +2% | +$19.8M | 1.42% | 13 |
|
|
2022
Q4 | $921M | Sell |
26,621,935
-18,138,491
| -41% | -$627M | 1.39% | 14 |
|
|
2022
Q3 | $1.41B | Buy |
44,760,426
+1,489,352
| +3% | +$47M | 2.46% | 8 |
|
|
2022
Q2 | $1.48B | Buy |
43,271,074
+1,371,115
| +3% | +$47M | 2.55% | 8 |
|
|
2022
Q1 | $1.54B | Buy |
41,899,959
+2,300,878
| +6% | +$84.7M | 2.47% | 8 |
|
|
2021
Q4 | $1.38B | Buy |
39,599,081
+1,715,769
| +5% | +$59.7M | 2.25% | 12 |
|
|
2021
Q3 | $1.27B | Buy |
37,883,312
+2,605,809
| +7% | +$87.1M | 2.31% | 11 |
|
|
2021
Q2 | $1.19B | Sell |
35,277,503
-30,740,127
| -47% | -$1.04B | 2.26% | 11 |
|
|
2021
Q1 | $1.07B | Buy |
66,017,630
+6,893,644
| +12% | +$112M | 2.28% | 11 |
|
|
2020
Q4 | $1.07B | Buy |
59,123,986
+4,151,811
| +8% | +$75.3M | 2.48% | 9 |
|
|
2020
Q3 | $989M | Buy |
54,972,175
+21,036,168
| +62% | +$378M | 2.66% | 8 |
|
|
2020
Q2 | $577M | Buy |
33,936,007
+32,032,624
| +1,683% | +$544M | 1.78% | 12 |
|
|
2020
Q1 | $28.7M | Buy |
1,903,383
+1,202,467
| +172% | +$18.1M | 0.11% | 91 |
|
|
2019
Q4 | $10.2M | Buy |
700,916
+573,476
| +450% | +$8.32M | 0.03% | 184 |
|
|
2019
Q3 | $1.8M | Buy |
127,440
+109,258
| +601% | +$1.54M | 0.01% | 398 |
|
|
2019
Q2 | $245K | Sell |
18,182
-9,623
| -35% | -$130K | ﹤0.01% | 826 |
|
|
2019
Q1 | $344K | Buy |
27,805
+12,622
| +83% | +$156K | ﹤0.01% | 706 |
|
|
2018
Q4 | $187K | Buy |
15,183
+1,890
| +14% | +$23.3K | ﹤0.01% | 813 |
|
|
2018
Q3 | $152K | Sell |
13,293
-745
| -5% | -$8.52K | ﹤0.01% | 896 |
|
|
2018
Q2 | $169K | Buy |
14,038
+712
| +5% | +$8.57K | ﹤0.01% | 812 |
|
|
2018
Q1 | $169K | Buy |
13,326
+1,930
| +17% | +$24.5K | ﹤0.01% | 786 |
|
|
2017
Q4 | $143K | Sell |
11,396
-553
| -5% | -$6.94K | ﹤0.01% | 827 |
|
|
2017
Q3 | $147K | Sell |
11,949
-12,491
| -51% | -$154K | ﹤0.01% | 780 |
|
|
2017
Q2 | $292K | Buy |
24,440
+15,467
| +172% | +$185K | ﹤0.01% | 593 |
|
|
2017
Q1 | $108K | Sell |
8,973
-1,625
| -15% | -$19.6K | ﹤0.01% | 803 |
|
|
2016
Q4 | $117K | Buy |
+10,598
| New | +$117K | ﹤0.01% | 778 |
|
|
2016
Q3 | – | Sell |
-7,099
| Closed | -$91K | – | 786 |
|
|
2016
Q2 | $91K | Sell |
7,099
-7,392
| -51% | -$94.8K | ﹤0.01% | 754 |
|
|
2016
Q1 | $172K | Sell |
14,491
-929
| -6% | -$11K | ﹤0.01% | 595 |
|
|
2015
Q4 | $158K | Buy |
15,420
+9,200
| +148% | +$94.3K | ﹤0.01% | 552 |
|
|
2015
Q3 | $67K | Buy |
6,220
+6,092
| +4,759% | +$65.6K | ﹤0.01% | 658 |
|
|
2015
Q2 | $1K | Sell |
128
-268
| -68% | -$2.09K | ﹤0.01% | 1319 |
|
|
2015
Q1 | $5K | Buy |
+396
| New | +$5K | ﹤0.01% | 1184 |
|
|
2014
Q4 | – | Sell |
-512
| Closed | -$6K | – | 1761 |
|
|
2014
Q3 | $6K | Sell |
512
-6,519
| -93% | -$76.4K | ﹤0.01% | 998 |
|
|
2014
Q2 | $90K | Buy |
7,031
+6,401
| +1,016% | +$81.9K | ﹤0.01% | 503 |
|
|
2014
Q1 | $8K | Sell |
630
-7,053
| -92% | -$89.6K | ﹤0.01% | 908 |
|
|
2013
Q4 | $90K | Buy |
7,683
+5,723
| +292% | +$67K | ﹤0.01% | 505 |
|
|
2013
Q3 | $25K | Buy |
+1,960
| New | +$25K | ﹤0.01% | 697 |
|