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Vident Advisory’s iShares Gold Trust IAU Stock Holding History

Vident Advisory’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 		$1.31M Sell
14,872
-8,242
-36% -$756K 0.01% 765
2025
Q4 		$1.88M Sell
23,114
-1,540
-6% -$120K 0.02% 601
2025
Q3 		$1.79M Buy
24,654
+3,271
+15% +$213K 0.02% 608
2025
Q2 		$1.33M Sell
21,383
-1,393
-6% -$86.3K 0.02% 630
2025
Q1 		$1.34M Sell
22,776
-2,680
-11% -$145K 0.02% 614
2024
Q4 		$1.26M Sell
25,456
-249
-1% -$12.5K 0.02% 560
2024
Q3 		$1.28M Sell
25,705
-69
-0.3% -$3.23K 0.03% 541
2024
Q2 		$1.13M Buy
+25,774
New +$1.14M 0.03% 552
2024
Q1 		– Sell
-26,263
Closed -$1.03M – 1363
2023
Q4 		$1.03M Sell
26,263
-1,289
-5% -$48.2K 0.03% 554
2023
Q3 		$964K Buy
+27,552
New +$1.01M 0.03% 521

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

Vident Advisory's IAU Position: Q1 2026 in Review

Vident Advisory reduced its iShares Gold Trust (IAU) stake by 36% in Q1 2026, selling an estimated $756K and leaving 14,872 shares worth $1.31M. The position accounts for 0.01% of the portfolio, ranked #765.

Vident Advisory first reported a position in IAU in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.88M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Vident Advisory held 14,872 shares of iShares Gold Trust worth $1.31M as of Q1 2026.
  • Vident Advisory sold 8,242 iShares Gold Trust shares in Q1 2026, an estimated $756K.
  • iShares Gold Trust made up 0.01% of Vident Advisory's portfolio in Q1 2026, its #765 holding.
  • Vident Advisory first reported a position in iShares Gold Trust in Q3 2023 and has held it in 10 quarters since.
  • Vident Advisory's iShares Gold Trust position peaked at $1.88M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.