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Shared Vision Wealth Group’s iShares Gold Trust IAU Stock Holding History

Shared Vision Wealth 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
2026
Q1 		$1.59M Sell
18,089
-19,030
-51% -$1.75M 0.65% 30
2025
Q4 		$3.53M Sell
37,119
-156
-0.4% -$12.2K 1.43% 18
2025
Q3 		$2.88M Buy
37,275
+11,521
+45% +$752K 1.22% 19
2025
Q2 		$1.6M Sell
25,754
-4,667
-15% -$289K 0.8% 24
2025
Q1 		$1.79M Buy
30,421
+15,449
+103% +$836K 0.98% 21
2024
Q4 		$741K Buy
+14,972
New +$752K 0.39% 37

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Shared Vision Wealth Group's IAU Position: Q1 2026 in Review

Shared Vision Wealth Group reduced its iShares Gold Trust (IAU) stake by 51% in Q1 2026, selling an estimated $1.75M and leaving 18,089 shares worth $1.59M. The position accounts for 0.65% of the portfolio, ranked #30.

Shared Vision Wealth Group first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.53M in Q4 2025. 1,961 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Shared Vision Wealth Group held 18,089 shares of iShares Gold Trust worth $1.59M as of Q1 2026.
  • Shared Vision Wealth Group sold 19,030 iShares Gold Trust shares in Q1 2026, an estimated $1.75M.
  • iShares Gold Trust made up 0.65% of Shared Vision Wealth Group's portfolio in Q1 2026, its #30 holding.
  • Shared Vision Wealth Group first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • Shared Vision Wealth Group's iShares Gold Trust position peaked at $3.53M in Q4 2025.
  • 1,961 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Shared Vision Wealth Group's 13F filing for Q1 2026, filed 6 May 2026.