Oliver Lagore Vanvalin Investment Group’s iShares Gold Trust IAU Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$158K	Buy	+2,677	New	+$166K	0.06%	148
2024 Q4	$70.5K	Buy	+1,424	New	+$71.6K	0.02%	219
2024 Q2	–	Sell	-78	Closed	-$3.28K	–	769
2024 Q1	$3.28K	Buy	+78	New	+$3.06K	﹤0.01%	570
2023 Q3	–	Sell	-86	Closed	-$3.13K	–	872
2023 Q2	$3.13K	Buy	+86	New	+$3.22K	﹤0.01%	619
2022 Q3	–	Sell	-1,300	Closed	-$45K	–	674
2022 Q2	$45K	Sell	1,300 -330	-20%	-$11.7K	0.03%	182
2022 Q1	$60K	Buy	+1,630	New	+$58.2K	0.04%	166

Other funds holding IAU

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

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

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's IAU Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares Gold Trust (IAU) in Q2 2025: 2,677 shares worth $158K. The stake represents 0.06% of the portfolio and ranks #148 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in IAU as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in IAU in Q1 2022 and has held it in 6 quarters since. 1,590 funds tracked by Wall St. Rank hold IAU as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 2,677 shares of iShares Gold Trust worth $158K as of Q2 2025.
iShares Gold Trust was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares Gold Trust made up 0.06% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #148 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares Gold Trust in Q1 2022 and has held it in 6 quarters since.
1,590 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.