VFO
IAU icon

Virtus Family Office’s iShares Gold Trust IAU Stock Holding History

Virtus Family Office’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 		$2.39M Sell
27,092
-2,973
-10% -$273K 2.04% 13
2025
Q4 		$2.44M Buy
30,065
+844
+3% +$66K 2.1% 14
2025
Q3 		$2.13M Buy
29,221
+13,673
+88% +$892K 1.99% 15
2025
Q2 		$970K Sell
15,548
-17,894
-54% -$1.11M 1.24% 33
2025
Q1 		$1.97M Sell
33,442
-554
-2% -$30K 2.53% 18
2024
Q4 		$1.68M Sell
33,996
-8,008
-19% -$402K 2.11% 23
2024
Q3 		$2.09M Buy
42,004
+334
+0.8% +$15.6K 2.76% 16
2024
Q2 		$1.83M Sell
41,670
-6,663
-14% -$294K 2.49% 16
2024
Q1 		$2.03M Sell
48,333
-158
-0.3% -$6.19K 3.24% 16
2023
Q4 		$1.89M Buy
48,491
+1,584
+3% +$59.3K 3.17% 15
2023
Q3 		$1.64M Buy
46,907
+603
+1% +$22K 2.98% 12
2023
Q2 		$1.68M Sell
46,304
-3,980
-8% -$149K 3.12% 13
2023
Q1 		$1.88M Sell
50,284
-800
-2% -$28.7K 3.71% 8
2022
Q4 		$1.77M Sell
51,084
-30,355
-37% -$997K 3.95% 7
2022
Q3 		$2.57M Buy
+81,439
New +$2.67M 6.56% 2

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

Virtus Family Office's IAU Position: Q1 2026 in Review

Virtus Family Office reduced its iShares Gold Trust (IAU) stake by 9.9% in Q1 2026, selling an estimated $273K and leaving 27,092 shares worth $2.39M. The position accounts for 2.04% of the portfolio, ranked #13.

Virtus Family Office first reported a position in IAU in Q3 2022 and has held it in 15 quarters since. The position peaked at $2.57M in Q3 2022. 1,961 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Virtus Family Office held 27,092 shares of iShares Gold Trust worth $2.39M as of Q1 2026.
  • Virtus Family Office sold 2,973 iShares Gold Trust shares in Q1 2026, an estimated $273K.
  • iShares Gold Trust made up 2.04% of Virtus Family Office's portfolio in Q1 2026, its #13 holding.
  • Virtus Family Office first reported a position in iShares Gold Trust in Q3 2022 and has held it in 15 quarters since.
  • Virtus Family Office's iShares Gold Trust position peaked at $2.57M in Q3 2022.
  • 1,961 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Virtus Family Office's 13F filing for Q1 2026, filed 7 May 2026.