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VGZ icon

Integrated Wealth Concepts’s Vista Gold VGZ Stock Holding History

Integrated Wealth Concepts’s Portfolio VGZ Stock Details VGZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$191K Hold
100,000
– – ﹤0.01% 2364
2026
Q1 		$196K Hold
100,000
– – ﹤0.01% 2121
2025
Q4 		$197K Hold
100,000
– – ﹤0.01% 1532
2025
Q3 		$213K Hold
100,000
– – ﹤0.01% 1819
2025
Q2 		$97.6K Buy
100,000
+20,000
+25% +$19.5K ﹤0.01% 1831
2025
Q1 		$66.2K Hold
80,000
– – ﹤0.01% 1696
2024
Q4 		$44.6K Hold
80,000
– – ﹤0.01% 1688
2024
Q3 		$62.1K Buy
+80,000
New +$46.3K ﹤0.01% 1635

Other funds holding VGZ

KGI
Kopernik Global Investors Tampa, Florida $1.63B AUM 27.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RAM
Redmond Asset Management Henrico, Virginia $401M AUM 14.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.18B AUM 50.44% 1-Year Est. Return

Integrated Wealth Concepts's VGZ Position: Q2 2026 in Review

Integrated Wealth Concepts held its Vista Gold (VGZ) position steady in Q2 2026 at 100,000 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #2364.

Integrated Wealth Concepts first reported a position in VGZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $213K in Q3 2025. 98 funds tracked by Wall St. Rank hold VGZ as of Q2 2026.

  • Integrated Wealth Concepts held 100,000 shares of Vista Gold worth $191K as of Q2 2026.
  • Integrated Wealth Concepts left its Vista Gold share count unchanged in Q2 2026.
  • Vista Gold made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2364 holding.
  • Integrated Wealth Concepts first reported a position in Vista Gold in Q3 2024 and has held it in 8 quarters since.
  • Integrated Wealth Concepts's Vista Gold position peaked at $213K in Q3 2025.
  • 98 funds tracked by Wall St. Rank held Vista Gold as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.