Northwestern Mutual Wealth Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $569M | Sell |
6,449,886
-146,104
| -2% | -$13.4M | 0.35% | 42 |
|
|
2025
Q4 | $535M | Buy |
6,595,990
+1,019,135
| +18% | +$79.7M | 0.34% | 43 |
|
|
2025
Q3 | $406M | Buy |
5,576,855
+569,514
| +11% | +$37.2M | 0.27% | 52 |
|
|
2025
Q2 | $312M | Buy |
5,007,341
+288,905
| +6% | +$17.9M | 0.23% | 55 |
|
|
2025
Q1 | $278M | Buy |
4,718,436
+414,584
| +10% | +$22.4M | 0.23% | 53 |
|
|
2024
Q4 | $213M | Buy |
4,303,852
+160,250
| +4% | +$8.05M | 0.18% | 60 |
|
|
2024
Q3 | $206M | Sell |
4,143,602
-125,593
| -3% | -$5.88M | 0.18% | 60 |
|
|
2024
Q2 | $188M | Buy |
4,269,195
+8,681
| +0.2% | +$384K | 0.19% | 60 |
|
|
2024
Q1 | $179M | Sell |
4,260,514
-208,425
| -5% | -$8.17M | 0.18% | 59 |
|
|
2023
Q4 | $174M | Sell |
4,468,939
-1,669,471
| -27% | -$62.5M | 0.2% | 59 |
|
|
2023
Q3 | $215M | Sell |
6,138,410
-21,869,299
| -78% | -$798M | 0.28% | 45 |
|
|
2023
Q2 | $1.02B | Buy |
28,007,709
+854,943
| +3% | +$32M | 1.32% | 15 |
|
|
2023
Q1 | $1.01B | Buy |
27,152,766
+530,831
| +2% | +$19.1M | 1.42% | 13 |
|
|
2022
Q4 | $921M | Sell |
26,621,935
-18,138,491
| -41% | -$596M | 1.39% | 14 |
|
|
2022
Q3 | $1.41B | Buy |
44,760,426
+1,489,352
| +3% | +$48.8M | 2.46% | 8 |
|
|
2022
Q2 | $1.48B | Buy |
43,271,074
+1,371,115
| +3% | +$48.8M | 2.55% | 8 |
|
|
2022
Q1 | $1.54B | Buy |
41,899,959
+2,300,878
| +6% | +$82.2M | 2.47% | 8 |
|
|
2021
Q4 | $1.38B | Buy |
39,599,081
+1,715,769
| +5% | +$58.6M | 2.25% | 12 |
|
|
2021
Q3 | $1.27B | Buy |
37,883,312
+2,605,809
| +7% | +$88.8M | 2.31% | 11 |
|
|
2021
Q2 | $1.19B | Buy |
35,277,503
+2,268,688
| +7% | +$78.4M | 2.26% | 11 |
|
|
2021
Q1 | $1.07B | Buy |
33,008,815
+3,446,822
| +12% | +$118M | 2.28% | 11 |
|
|
2020
Q4 | $1.07B | Buy |
29,561,993
+2,075,905
| +8% | +$74.3M | 2.48% | 9 |
|
|
2020
Q3 | $989M | Buy |
27,486,088
+10,518,084
| +62% | +$384M | 2.66% | 8 |
|
|
2020
Q2 | $577M | Buy |
16,968,004
+16,016,312
| +1,683% | +$525M | 1.78% | 12 |
|
|
2020
Q1 | $28.7M | Buy |
951,692
+601,234
| +172% | +$18.2M | 0.11% | 91 |
|
|
2019
Q4 | $10.2M | Buy |
350,458
+286,738
| +450% | +$8.13M | 0.03% | 184 |
|
|
2019
Q3 | $1.8M | Buy |
63,720
+54,629
| +601% | +$1.54M | 0.01% | 398 |
|
|
2019
Q2 | $245K | Sell |
9,091
-4,812
| -35% | -$121K | ﹤0.01% | 826 |
|
|
2019
Q1 | $344K | Buy |
13,903
+6,311
| +83% | +$158K | ﹤0.01% | 706 |
|
|
2018
Q4 | $187K | Buy |
7,592
+945
| +14% | +$22.2K | ﹤0.01% | 813 |
|
|
2018
Q3 | $152K | Sell |
6,647
-372
| -5% | -$8.64K | ﹤0.01% | 896 |
|
|
2018
Q2 | $169K | Buy |
7,019
+356
| +5% | +$8.93K | ﹤0.01% | 812 |
|
|
2018
Q1 | $169K | Buy |
6,663
+965
| +17% | +$24.6K | ﹤0.01% | 786 |
|
|
2017
Q4 | $143K | Sell |
5,698
-277
| -5% | -$6.8K | ﹤0.01% | 827 |
|
|
2017
Q3 | $147K | Sell |
5,975
-6,245
| -51% | -$154K | ﹤0.01% | 780 |
|
|
2017
Q2 | $292K | Buy |
12,220
+7,733
| +172% | +$187K | ﹤0.01% | 593 |
|
|
2017
Q1 | $108K | Sell |
4,487
-812
| -15% | -$19.1K | ﹤0.01% | 803 |
|
|
2016
Q4 | $117K | Buy |
+5,299
| New | +$124K | ﹤0.01% | 778 |
|
|
2016
Q3 | – | Sell |
-3,550
| Closed | -$91K | – | 786 |
|
|
2016
Q2 | $91K | Sell |
3,550
-3,696
| -51% | -$89.8K | ﹤0.01% | 754 |
|
|
2016
Q1 | $172K | Sell |
7,246
-464
| -6% | -$10.6K | ﹤0.01% | 595 |
|
|
2015
Q4 | $158K | Buy |
7,710
+4,600
| +148% | +$98.1K | ﹤0.01% | 552 |
|
|
2015
Q3 | $67K | Buy |
3,110
+3,046
| +4,759% | +$66.2K | ﹤0.01% | 658 |
|
|
2015
Q2 | $1K | Sell |
64
-134
| -68% | -$3.09K | ﹤0.01% | 1319 |
|
|
2015
Q1 | $5K | Buy |
+198
| New | +$4.67K | ﹤0.01% | 1184 |
|
|
2014
Q4 | – | Sell |
-256
| Closed | -$6K | – | 1761 |
|
|
2014
Q3 | $6K | Sell |
256
-3,260
| -93% | -$80.9K | ﹤0.01% | 998 |
|
|
2014
Q2 | $90K | Buy |
3,516
+3,201
| +1,016% | +$80K | ﹤0.01% | 503 |
|
|
2014
Q1 | $8K | Sell |
315
-3,527
| -92% | -$88.5K | ﹤0.01% | 908 |
|
|
2013
Q4 | $90K | Buy |
3,842
+2,862
| +292% | +$70.7K | ﹤0.01% | 505 |
|
|
2013
Q3 | $25K | Buy |
+980
| New | +$25.3K | ﹤0.01% | 697 |
|
Other funds holding IAU
Northwestern Mutual Wealth Management's IAU Position: Q1 2026 in Review
Northwestern Mutual Wealth Management reduced its iShares Gold Trust (IAU) stake by 2.2% in Q1 2026, selling an estimated $13.4M and leaving 6,449,886 shares worth $569M. The position accounts for 0.35% of the portfolio, ranked #42.
Northwestern Mutual Wealth Management first reported a position in IAU in Q3 2013 and has held it in 49 quarters since. The position peaked at $1.54B in Q1 2022. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Northwestern Mutual Wealth Management held 6,449,886 shares of iShares Gold Trust worth $569M as of Q1 2026.
- Northwestern Mutual Wealth Management sold 146,104 iShares Gold Trust shares in Q1 2026, an estimated $13.4M.
- iShares Gold Trust made up 0.35% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #42 holding.
- Northwestern Mutual Wealth Management first reported a position in iShares Gold Trust in Q3 2013 and has held it in 49 quarters since.
- Northwestern Mutual Wealth Management's iShares Gold Trust position peaked at $1.54B in Q1 2022.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.