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Visionary Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Visionary Wealth Advisors’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 		$697K Buy
7,905
+243
+3% +$22.3K 0.03% 337
2025
Q4 		$622K Sell
7,662
-252
-3% -$19.7K 0.03% 344
2025
Q3 		$576K Buy
7,914
+1,956
+33% +$128K 0.03% 356
2025
Q2 		$372K Buy
5,958
+341
+6% +$21.1K 0.02% 419
2025
Q1 		$331K Buy
5,617
+113
+2% +$6.11K 0.02% 413
2024
Q4 		$273K Buy
5,504
+5
+0.1% +$251 0.02% 459
2024
Q3 		$273K Buy
+5,499
New +$257K 0.02% 453
2023
Q1 		– Sell
-15,434
Closed -$534K – 464
2022
Q4 		$534K Sell
15,434
-16,082
-51% -$528K 0.05% 231
2022
Q3 		$994K Sell
31,516
-11,768
-27% -$386K 0.1% 168
2022
Q2 		$1.49M Sell
43,284
-7,293
-14% -$259K 0.13% 140
2022
Q1 		$1.86M Sell
50,577
-11,163
-18% -$399K 0.15% 131
2021
Q4 		$2.15M Sell
61,740
-5,446
-8% -$186K 0.18% 117
2021
Q3 		$2.25M Sell
67,186
-15,269
-19% -$520K 0.23% 97
2021
Q2 		$2.78M Buy
82,455
+5,018
+6% +$173K 0.28% 87
2021
Q1 		$2.52M Buy
77,437
+28,468
+58% +$973K 0.26% 95
2020
Q4 		$1.78M Sell
48,969
-12,180
-20% -$436K 0.2% 103
2020
Q3 		$2.2M Buy
61,149
+8,604
+16% +$314K 0.31% 80
2020
Q2 		$1.78M Buy
52,545
+30,995
+144% +$1.02M 0.27% 93
2020
Q1 		$650K Sell
21,550
-6,149
-22% -$186K 0.12% 110
2019
Q4 		$803K Buy
+27,699
New +$786K 0.14% 109

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

Visionary Wealth Advisors's IAU Position: Q1 2026 in Review

Visionary Wealth Advisors increased its iShares Gold Trust (IAU) stake by 3.2% in Q1 2026, buying an estimated $22.3K and bringing the position to 7,905 shares worth $697K. The position accounts for 0.03% of the portfolio, ranked #337.

Visionary Wealth Advisors first reported a position in IAU in Q4 2019 and has held it in 20 quarters since. The position peaked at $2.78M in Q2 2021. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Visionary Wealth Advisors held 7,905 shares of iShares Gold Trust worth $697K as of Q1 2026.
  • Visionary Wealth Advisors bought 243 iShares Gold Trust shares in Q1 2026, an estimated $22.3K.
  • iShares Gold Trust made up 0.03% of Visionary Wealth Advisors's portfolio in Q1 2026, its #337 holding.
  • Visionary Wealth Advisors first reported a position in iShares Gold Trust in Q4 2019 and has held it in 20 quarters since.
  • Visionary Wealth Advisors's iShares Gold Trust position peaked at $2.78M in Q2 2021.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.