Vima LLC
IAU icon

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
Q3 		$1.28M Sell
16,451
-80
-0.5% -$6.41K 1.31% 25
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

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Vima LLC's IAU Position: Q3 2026 in Review

Vima LLC reduced its iShares Gold Trust (IAU) stake by 0.48% in Q3 2026, selling an estimated $6.41K and leaving 16,451 shares worth $1.28M. The position accounts for 1.31% of the portfolio, ranked #25.

Vima LLC first reported a position in IAU in Q4 2023 and has held it in 6 quarters since. 930 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Vima LLC held 16,451 shares of iShares Gold Trust worth $1.28M as of Q3 2026.
  • Vima LLC sold 80 iShares Gold Trust shares in Q3 2026, an estimated $6.41K.
  • iShares Gold Trust made up 1.31% of Vima LLC's portfolio in Q3 2026, its #25 holding.
  • Vima LLC first reported a position in iShares Gold Trust in Q4 2023 and has held it in 6 quarters since.
  • 930 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.