NWF Advisory Services
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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
Q3 		$827K Sell
10,590
-180
-2% -$14.4K 0.08% 163
2026
Q2 		$813K Sell
10,770
-3,446
-24% -$293K 0.08% 163
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

Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cadinha & Co
Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

NWF Advisory Services's IAU Position: Q3 2026 in Review

NWF Advisory Services reduced its iShares Gold Trust (IAU) stake by 1.7% in Q3 2026, selling an estimated $14.4K and leaving 10,590 shares worth $827K. The position accounts for 0.08% of the portfolio, ranked #163.

NWF Advisory Services first reported a position in IAU in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.33M in Q4 2025. 582 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • NWF Advisory Services held 10,590 shares of iShares Gold Trust worth $827K as of Q3 2026.
  • NWF Advisory Services sold 180 iShares Gold Trust shares in Q3 2026, an estimated $14.4K.
  • iShares Gold Trust made up 0.08% of NWF Advisory Services's portfolio in Q3 2026, its #163 holding.
  • NWF Advisory Services first reported a position in iShares Gold Trust in Q1 2023 and has held it in 15 quarters since.
  • NWF Advisory Services's iShares Gold Trust position peaked at $1.33M in Q4 2025.
  • 582 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.