Vista Capital Partners’s iShares Gold Trust IAU Stock Holding History

Vista Capital Partners’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
2025 Q4	–	Sell	-3,983	Closed	-$290K	–	158
2025 Q3	$290K	Buy	+3,983	New	+$260K	0.03%	109

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Vista Capital Partners's IAU Position: Q4 2025 in Review

Vista Capital Partners sold out of iShares Gold Trust (IAU) in Q4 2025, closing a stake of 3,983 shares — an estimated $290K sold.

Vista Capital Partners first reported a position in IAU in Q3 2025 and held it in 1 quarter. The position peaked at $290K in Q3 2025. 1,924 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

Vista Capital Partners reported no remaining iShares Gold Trust position as of Q4 2025 after selling out during the quarter.
Vista Capital Partners sold 3,983 iShares Gold Trust shares in Q4 2025, an estimated $290K.
Vista Capital Partners first reported a position in iShares Gold Trust in Q3 2025 and held it in 1 quarter.
Vista Capital Partners's iShares Gold Trust position peaked at $290K in Q3 2025.
1,924 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on Vista Capital Partners's 13F filing for Q4 2025, filed 2 Feb 2026.