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 Q2	$1.21M	Buy	16,024 +1,152	+8%	+$97.8K	0.01%	884
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 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 22.9% 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

Vident Advisory's IAU Position: Q2 2026 in Review

Vident Advisory increased its iShares Gold Trust (IAU) stake by 7.7% in Q2 2026, buying an estimated $97.8K and bringing the position to 16,024 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #884.

Vident Advisory first reported a position in IAU in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.88M in Q4 2025. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Vident Advisory held 16,024 shares of iShares Gold Trust worth $1.21M as of Q2 2026.
Vident Advisory bought 1,152 iShares Gold Trust shares in Q2 2026, an estimated $97.8K.
iShares Gold Trust made up 0.01% of Vident Advisory's portfolio in Q2 2026, its #884 holding.
Vident Advisory first reported a position in iShares Gold Trust in Q3 2023 and has held it in 11 quarters since.
Vident Advisory's iShares Gold Trust position peaked at $1.88M in Q4 2025.
1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.