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Vise Technologies’s iShares Gold Trust IAU Stock Holding History

Vise Technologies’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 		$7.35M Buy
97,319
+49,645
+104% +$4.21M 0.08% 196
2026
Q1 		$3.87M Hold
47,674
– – 0.08% 214
2025
Q4 		$3.87M Buy
47,674
+10,495
+28% +$821K 0.08% 215
2025
Q3 		$2.71M Sell
37,179
-2,059
-5% -$134K 0.1% 192
2025
Q2 		$2.45M Buy
+39,238
New +$2.43M 0.1% 213
2024
Q4 		$1.05M Buy
21,306
+5,065
+31% +$255K 0.09% 239
2024
Q3 		$807K Sell
16,241
-5
-0% -$234 0.1% 193
2024
Q2 		$714K Buy
+16,246
New +$718K 0.13% 165

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vise Technologies's IAU Position: Q2 2026 in Review

Vise Technologies increased its iShares Gold Trust (IAU) stake by 104% in Q2 2026, buying an estimated $4.21M and bringing the position to 97,319 shares worth $7.35M. The position accounts for 0.08% of the portfolio, ranked #196.

Vise Technologies first reported a position in IAU in Q2 2024 and has held it in 8 quarters since. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Vise Technologies held 97,319 shares of iShares Gold Trust worth $7.35M as of Q2 2026.
  • Vise Technologies bought 49,645 iShares Gold Trust shares in Q2 2026, an estimated $4.21M.
  • iShares Gold Trust made up 0.08% of Vise Technologies's portfolio in Q2 2026, its #196 holding.
  • Vise Technologies first reported a position in iShares Gold Trust in Q2 2024 and has held it in 8 quarters since.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.