NWF Advisory Services’s iShares Gold Trust IAU Stock Holding History

NWF Advisory 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
2026 Q1	$1.25M	Sell	14,216 -2,158	-13%	-$198K	0.14%	117
2025 Q4	$1.33M	Buy	16,374 +3,629	+28%	+$284K	0.15%	108
2025 Q3	$927K	Buy	12,745 +6,575	+107%	+$429K	0.1%	138
2025 Q2	$385K	Sell	6,170 -1,524	-20%	-$94.4K	0.05%	244
2025 Q1	$454K	Sell	7,694 -631	-8%	-$34.1K	0.06%	187
2024 Q4	$412K	Buy	8,325 +2,895	+53%	+$145K	0.06%	161
2024 Q3	$270K	Sell	5,430 -382	-7%	-$17.9K	0.04%	257
2024 Q2	$255K	Hold	5,812	–	–	0.04%	247
2024 Q1	$244K	Hold	5,812	–	–	0.04%	252
2023 Q4	$227K	Sell	5,812 -125	-2%	-$4.68K	0.05%	241
2023 Q3	$208K	Hold	5,937	–	–	0.05%	231
2023 Q2	$216K	Hold	5,937	–	–	0.05%	228
2023 Q1	$216K	Buy	+5,937	New	+$213K	0.05%	227

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

NWF Advisory Services's IAU Position: Q1 2026 in Review

NWF Advisory Services reduced its iShares Gold Trust (IAU) stake by 13% in Q1 2026, selling an estimated $198K and leaving 14,216 shares worth $1.25M. The position accounts for 0.14% of the portfolio, ranked #117.

NWF Advisory Services first reported a position in IAU in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.33M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

NWF Advisory Services held 14,216 shares of iShares Gold Trust worth $1.25M as of Q1 2026.
NWF Advisory Services sold 2,158 iShares Gold Trust shares in Q1 2026, an estimated $198K.
iShares Gold Trust made up 0.14% of NWF Advisory Services's portfolio in Q1 2026, its #117 holding.
NWF Advisory Services first reported a position in iShares Gold Trust in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's iShares Gold Trust position peaked at $1.33M in Q4 2025.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.