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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
Q2 		$26.2M Buy
347,507
+29,399
+9% +$2.5M 6.58% 2
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

VCI Wealth Management's IAU Position: Q2 2026 in Review

VCI Wealth Management increased its iShares Gold Trust (IAU) stake by 9.2% in Q2 2026, buying an estimated $2.5M and bringing the position to 347,507 shares worth $26.2M. The position accounts for 6.58% of the portfolio, ranked #2.

VCI Wealth Management first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $35.3M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • VCI Wealth Management held 347,507 shares of iShares Gold Trust worth $26.2M as of Q2 2026.
  • VCI Wealth Management bought 29,399 iShares Gold Trust shares in Q2 2026, an estimated $2.5M.
  • iShares Gold Trust made up 6.58% of VCI Wealth Management's portfolio in Q2 2026, its #2 holding.
  • VCI Wealth Management first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • VCI Wealth Management's iShares Gold Trust position peaked at $35.3M in Q4 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on VCI Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.