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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
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 $1.37T 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

Vise Technologies's IAU Position: Q1 2026 in Review

Vise Technologies held its iShares Gold Trust (IAU) position steady in Q1 2026 at 47,674 shares worth $3.87M. The position accounts for 0.08% of the portfolio, ranked #214.

Vise Technologies first reported a position in IAU in Q2 2024 and has held it in 7 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Vise Technologies held 47,674 shares of iShares Gold Trust worth $3.87M as of Q1 2026.
  • Vise Technologies left its iShares Gold Trust share count unchanged in Q1 2026.
  • iShares Gold Trust made up 0.08% of Vise Technologies's portfolio in Q1 2026, its #214 holding.
  • Vise Technologies first reported a position in iShares Gold Trust in Q2 2024 and has held it in 7 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.