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 Q2	$1.2M	Buy	15,908 +13,112	+469%	+$1.11M	0.03%	314
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Venture Visionary Partners's IAU Position: Q2 2026 in Review

Venture Visionary Partners increased its iShares Gold Trust (IAU) stake by 469% in Q2 2026, buying an estimated $1.11M and bringing the position to 15,908 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #314.

Venture Visionary Partners first reported a position in IAU in Q4 2020 and has held it in 11 quarters since. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Venture Visionary Partners held 15,908 shares of iShares Gold Trust worth $1.2M as of Q2 2026.
Venture Visionary Partners bought 13,112 iShares Gold Trust shares in Q2 2026, an estimated $1.11M.
iShares Gold Trust made up 0.03% of Venture Visionary Partners's portfolio in Q2 2026, its #314 holding.
Venture Visionary Partners first reported a position in iShares Gold Trust in Q4 2020 and has held it in 11 quarters since.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.