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Venture Visionary Partners’s iShares Gold Trust IAU Stock Holding History

Venture Visionary Partners’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 		$247K Buy
2,796
+40
+1% +$3.67K 0.01% 553
2025
Q4 		$224K Sell
2,756
-94
-3% -$7.35K 0.01% 585
2025
Q3 		$207K Buy
+2,850
New +$186K 0.01% 583
2022
Q3 		– Sell
-6,204
Closed -$213K – 955
2022
Q2 		$213K Sell
6,204
-361
-5% -$12.8K 0.02% 433
2022
Q1 		$241K Sell
6,565
-691
-10% -$24.7K 0.02% 450
2021
Q4 		$252K Sell
7,256
-977
-12% -$33.4K 0.02% 450
2021
Q3 		$275K Sell
8,233
-17,587
-68% -$599K 0.02% 417
2021
Q2 		$870K Sell
25,820
-5,736
-18% -$198K 0.07% 225
2021
Q1 		$1.03M Sell
31,556
-88
-0.3% -$3.01K 0.09% 193
2020
Q4 		$1.15M Buy
+31,644
New +$1.13M 0.13% 136

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

Venture Visionary Partners's IAU Position: Q1 2026 in Review

Venture Visionary Partners increased its iShares Gold Trust (IAU) stake by 1.5% in Q1 2026, buying an estimated $3.67K and bringing the position to 2,796 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #553.

Venture Visionary Partners first reported a position in IAU in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.15M in Q4 2020. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Venture Visionary Partners held 2,796 shares of iShares Gold Trust worth $247K as of Q1 2026.
  • Venture Visionary Partners bought 40 iShares Gold Trust shares in Q1 2026, an estimated $3.67K.
  • iShares Gold Trust made up 0.01% of Venture Visionary Partners's portfolio in Q1 2026, its #553 holding.
  • Venture Visionary Partners first reported a position in iShares Gold Trust in Q4 2020 and has held it in 10 quarters since.
  • Venture Visionary Partners's iShares Gold Trust position peaked at $1.15M in Q4 2020.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Venture Visionary Partners's 13F filing for Q1 2026, filed 14 May 2026.