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Vima LLC’s iShares Gold Trust IAU Stock Holding History

Vima LLC’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 		$1.25M Buy
+16,531
New +$1.4M 1.22% 25
2024
Q3 		$1.21M Sell
24,360
-1,110
-4% -$52K 2.46% 13
2024
Q2 		$1.12M Sell
25,470
-4,033
-14% -$178K 2.44% 13
2024
Q1 		$1.1M Buy
29,503
+2,686
+10% +$105K 1.27% 9
2023
Q4 		$1.05M Buy
+26,817
New +$1M 2.41% 8

Other funds holding IAU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Vima LLC's IAU Position: Q2 2026 in Review

Vima LLC opened a new position in iShares Gold Trust (IAU) in Q2 2026: 16,531 shares worth $1.25M. The stake represents 1.22% of the portfolio and ranks #25 among its holdings. This is a return to the name: Vima LLC previously reported a position in IAU as recently as Q3 2024.

Vima LLC first reported a position in IAU in Q4 2023 and has held it in 5 quarters since. 987 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Vima LLC held 16,531 shares of iShares Gold Trust worth $1.25M as of Q2 2026.
  • iShares Gold Trust was a new Vima LLC position in Q2 2026.
  • iShares Gold Trust made up 1.22% of Vima LLC's portfolio in Q2 2026, its #25 holding.
  • Vima LLC first reported a position in iShares Gold Trust in Q4 2023 and has held it in 5 quarters since.
  • 987 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.