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Vision Retirement’s iShares Gold Trust IAU Stock Holding History

Vision Retirement’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 		$340K Buy
4,509
+190
+4% +$16.1K 0.08% 103
2026
Q1 		$381K Sell
4,319
-890
-17% -$81.6K 0.11% 91
2025
Q4 		$423K Buy
+5,209
New +$407K 0.11% 93

Other funds holding IAU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 22.96% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Vision Retirement's IAU Position: Q2 2026 in Review

Vision Retirement increased its iShares Gold Trust (IAU) stake by 4.4% in Q2 2026, buying an estimated $16.1K and bringing the position to 4,509 shares worth $340K. The position accounts for 0.08% of the portfolio, ranked #103.

Vision Retirement first reported a position in IAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $423K in Q4 2025. 1,834 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Vision Retirement held 4,509 shares of iShares Gold Trust worth $340K as of Q2 2026.
  • Vision Retirement bought 190 iShares Gold Trust shares in Q2 2026, an estimated $16.1K.
  • iShares Gold Trust made up 0.08% of Vision Retirement's portfolio in Q2 2026, its #103 holding.
  • Vision Retirement first reported a position in iShares Gold Trust in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's iShares Gold Trust position peaked at $423K in Q4 2025.
  • 1,834 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.