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VestGen Advisors’s iShares Gold Trust IAU Stock Holding History

VestGen Advisors’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 		$9.8M Buy
129,743
+10,677
+9% +$906K 0.29% 76
2026
Q1 		$10.6M Buy
119,066
+51,182
+75% +$4.69M 0.28% 70
2025
Q4 		$5.51M Sell
67,884
-26,536
-28% -$2.08M 0.23% 100
2025
Q3 		$6.87M Buy
94,420
+26,194
+38% +$1.71M 0.23% 98
2025
Q2 		$4.31M Sell
68,226
-11,872
-15% -$736K 0.17% 130
2025
Q1 		$4.72M Buy
+80,098
New +$4.33M 0.21% 104

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

VestGen Advisors's IAU Position: Q2 2026 in Review

VestGen Advisors increased its iShares Gold Trust (IAU) stake by 9% in Q2 2026, buying an estimated $906K and bringing the position to 129,743 shares worth $9.8M. The position accounts for 0.29% of the portfolio, ranked #76.

VestGen Advisors first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.6M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • VestGen Advisors held 129,743 shares of iShares Gold Trust worth $9.8M as of Q2 2026.
  • VestGen Advisors bought 10,677 iShares Gold Trust shares in Q2 2026, an estimated $906K.
  • iShares Gold Trust made up 0.29% of VestGen Advisors's portfolio in Q2 2026, its #76 holding.
  • VestGen Advisors first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
  • VestGen Advisors's iShares Gold Trust position peaked at $10.6M in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.