VCI Wealth Management’s iShares Gold Trust IAU Stock Holding History

VCI Wealth Management’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	$28M	Sell	318,108 -116,501	-27%	-$10.7M	7.77%	2
2025 Q4	$35.3M	Sell	434,609 -9,742	-2%	-$762K	9.81%	1
2025 Q3	$32.3M	Buy	444,351 +17,915	+4%	+$1.17M	9.81%	1
2025 Q2	$26.6M	Buy	426,436 +11,343	+3%	+$703K	9.31%	1
2025 Q1	$24.5M	Buy	415,093 +8,099	+2%	+$438K	10.27%	1
2024 Q4	$20.2M	Buy	406,994 +43,046	+12%	+$2.16M	8.55%	1
2024 Q3	$18.1M	Buy	363,948 +251,180	+223%	+$11.8M	8.05%	1
2024 Q2	$4.95M	Buy	112,768 +31,755	+39%	+$1.4M	2.45%	12
2024 Q1	$3.4M	Sell	81,013 -13,910	-15%	-$545K	2.3%	9
2023 Q4	$3.7M	Buy	+94,923	New	+$3.55M	2.25%	9

Other funds holding IAU

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

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

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

VCI Wealth Management's IAU Position: Q1 2026 in Review

VCI Wealth Management reduced its iShares Gold Trust (IAU) stake by 27% in Q1 2026, selling an estimated $10.7M and leaving 318,108 shares worth $28M. The position accounts for 7.77% of the portfolio, ranked #2.

VCI Wealth Management first reported a position in IAU in Q4 2023 and has held it in 10 quarters since. The position peaked at $35.3M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

VCI Wealth Management held 318,108 shares of iShares Gold Trust worth $28M as of Q1 2026.
VCI Wealth Management sold 116,501 iShares Gold Trust shares in Q1 2026, an estimated $10.7M.
iShares Gold Trust made up 7.77% of VCI Wealth Management's portfolio in Q1 2026, its #2 holding.
VCI Wealth Management first reported a position in iShares Gold Trust in Q4 2023 and has held it in 10 quarters since.
VCI Wealth Management's iShares Gold Trust position peaked at $35.3M in Q4 2025.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on VCI Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.