Vision Capital Management
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Vision Capital Management’s iShares Gold Trust IAU Stock Holding History

Vision Capital Management’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 		$24.8M Buy
317,911
+10,053
+3% +$806K 2.82% 9
2026
Q2 		$23.2M Buy
307,858
+6,263
+2% +$532K 2.65% 10
2026
Q1 		$26.6M Sell
301,595
-80,603
-21% -$7.39M 3.36% 7
2025
Q4 		$31M Sell
382,198
-1,213
-0.3% -$94.9K 3.74% 7
2025
Q3 		$27.9M Buy
383,411
+6,848
+2% +$447K 3.44% 9
2025
Q2 		$23.5M Sell
376,563
-1,751
-0.5% -$109K 3.09% 8
2025
Q1 		$22.3M Buy
378,314
+12,568
+3% +$680K 3.21% 8
2024
Q4 		$18.1M Sell
365,746
-1,821
-0.5% -$91.5K 2.66% 10
2024
Q3 		$18.3M Buy
367,567
+432
+0.1% +$20.2K 2.58% 9
2024
Q2 		$16.1M Sell
367,135
-5,163
-1% -$228K 2.4% 11
2024
Q1 		$15.6M Sell
372,298
-926
-0.2% -$36.3K 2.33% 11
2023
Q4 		$14.6M Buy
373,224
+6,751
+2% +$253K 2.27% 11
2023
Q3 		$12.8M Sell
366,473
-29
-0% -$1.06K 2.36% 11
2023
Q2 		$13.3M Buy
366,502
+1,923
+0.5% +$72.1K 2.28% 12
2023
Q1 		$13.6M Sell
364,579
-8,430
-2% -$303K 2.47% 10
2022
Q4 		$12.9M Buy
373,009
+1,163
+0.3% +$38.2K 2.47% 10
2022
Q3 		$11.7M Buy
371,846
+3,998
+1% +$131K 2.42% 11
2022
Q2 		$12.6M Buy
367,848
+3,725
+1% +$133K 2.38% 10
2022
Q1 		$13.4M Buy
364,123
+7,692
+2% +$275K 2.2% 10
2021
Q4 		$12.4M Buy
356,431
+14,731
+4% +$503K 1.85% 12
2021
Q3 		$11.4M Buy
341,700
+31,858
+10% +$1.09M 1.86% 13
2021
Q2 		$10.4M Buy
309,842
+22,583
+8% +$781K 1.72% 15
2021
Q1 		$9.34M Buy
287,259
+16,432
+6% +$562K 1.66% 17
2020
Q4 		$9.8M Buy
270,827
+30,693
+13% +$1.1M 1.82% 15
2020
Q3 		$8.64M Buy
+240,134
New +$8.77M 1.81% 16

Other funds holding IAU

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Vision Capital Management's IAU Position: Q3 2026 in Review

Vision Capital Management increased its iShares Gold Trust (IAU) stake by 3.3% in Q3 2026, buying an estimated $806K and bringing the position to 317,911 shares worth $24.8M. The position accounts for 2.82% of the portfolio, ranked #9.

Vision Capital Management first reported a position in IAU in Q3 2020 and has held it in 25 quarters since. The position peaked at $31M in Q4 2025. 1,724 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Vision Capital Management held 317,911 shares of iShares Gold Trust worth $24.8M as of Q3 2026.
  • Vision Capital Management bought 10,053 iShares Gold Trust shares in Q3 2026, an estimated $806K.
  • iShares Gold Trust made up 2.82% of Vision Capital Management's portfolio in Q3 2026, its #9 holding.
  • Vision Capital Management first reported a position in iShares Gold Trust in Q3 2020 and has held it in 25 quarters since.
  • Vision Capital Management's iShares Gold Trust position peaked at $31M in Q4 2025.
  • 1,724 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Vision Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.