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Verus Capital Partners’s iShares Gold Trust IAU Stock Holding History

Verus Capital 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 		$1.36M Sell
15,385
-2,946
-16% -$270K 0.09% 142
2025
Q4 		$1.49M Buy
18,331
+790
+5% +$61.8K 0.1% 134
2025
Q3 		$1.28M Buy
17,541
+6,145
+54% +$401K 0.1% 136
2025
Q2 		$711K Sell
11,396
-10,474
-48% -$649K 0.06% 173
2025
Q1 		$1.29M Buy
21,870
+8,426
+63% +$456K 0.13% 107
2024
Q4 		$662K Buy
13,444
+7,420
+123% +$373K 0.06% 168
2024
Q3 		$299K Buy
6,024
+260
+5% +$12.2K 0.03% 263
2024
Q2 		$253K Buy
5,764
+50
+0.9% +$2.21K 0.03% 285
2024
Q1 		$240K Hold
5,714
– – 0.03% 305
2023
Q4 		$223K Buy
+5,714
New +$214K 0.03% 288
2022
Q3 		– Sell
-63,453
Closed -$3.22M – 295
2022
Q2 		$3.22M Sell
63,453
-76,816
-55% -$2.73M 0.63% 30
2022
Q1 		$5.01M Buy
+140,269
New +$5.01M 0.78% 21
2020
Q1 		$3.92M Buy
130,100
+9,318
+8% +$282K 1.23% 17
2019
Q4 		$3.5M Buy
+120,782
New +$3.43M 1.15% 12

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

Verus Capital Partners's IAU Position: Q1 2026 in Review

Verus Capital Partners reduced its iShares Gold Trust (IAU) stake by 16% in Q1 2026, selling an estimated $270K and leaving 15,385 shares worth $1.36M. The position accounts for 0.09% of the portfolio, ranked #142.

Verus Capital Partners first reported a position in IAU in Q4 2019 and has held it in 14 quarters since. The position peaked at $5.01M in Q1 2022. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Verus Capital Partners held 15,385 shares of iShares Gold Trust worth $1.36M as of Q1 2026.
  • Verus Capital Partners sold 2,946 iShares Gold Trust shares in Q1 2026, an estimated $270K.
  • iShares Gold Trust made up 0.09% of Verus Capital Partners's portfolio in Q1 2026, its #142 holding.
  • Verus Capital Partners first reported a position in iShares Gold Trust in Q4 2019 and has held it in 14 quarters since.
  • Verus Capital Partners's iShares Gold Trust position peaked at $5.01M in Q1 2022.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.