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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
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 $1.43B AUM 63.57% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.28B AUM 27.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
RAM
Redmond Asset Management Henrico, Virginia $366M AUM 10.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Integrated Wealth Concepts's VGZ Position: Q1 2026 in Review

Integrated Wealth Concepts held its Vista Gold (VGZ) position steady in Q1 2026 at 100,000 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #2121.

Integrated Wealth Concepts first reported a position in VGZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $213K in Q3 2025. 74 funds tracked by Wall St. Rank hold VGZ as of Q1 2026.

  • Integrated Wealth Concepts held 100,000 shares of Vista Gold worth $196K as of Q1 2026.
  • Integrated Wealth Concepts left its Vista Gold share count unchanged in Q1 2026.
  • Vista Gold made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2121 holding.
  • Integrated Wealth Concepts first reported a position in Vista Gold in Q3 2024 and has held it in 7 quarters since.
  • Integrated Wealth Concepts's Vista Gold position peaked at $213K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Vista Gold as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.