Vontobel Holding
IAU icon

Vontobel Holding’s iShares Gold Trust IAU Stock Holding History

Vontobel Holding’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 		$6.45M Sell
73,191
-6,503
-8% -$597K 0.02% 328
2025
Q4 		$6.47M Buy
79,694
+9
+0% +$704 0.02% 343
2025
Q3 		$5.8M Sell
79,685
-2,774
-3% -$181K 0.02% 353
2025
Q2 		$5.14M Sell
82,459
-4,498
-5% -$279K 0.02% 350
2025
Q1 		$5.13M Buy
86,957
+7,100
+9% +$384K 0.02% 318
2024
Q4 		$3.95M Buy
79,857
+13,157
+20% +$661K 0.01% 348
2024
Q3 		$3.31M Sell
66,700
-1,782
-3% -$83.4K 0.01% 384
2024
Q2 		$3.01M Sell
68,482
-7,419
-10% -$328K 0.01% 372
2024
Q1 		$3.19M Sell
75,901
-346
-0.5% -$13.6K 0.03% 376
2023
Q4 		$2.98M Sell
76,247
-340
-0.4% -$12.7K 0.02% 372
2023
Q3 		$2.68M Buy
76,587
+279
+0.4% +$10.2K 0.02% 377
2023
Q2 		$2.78M Sell
76,308
-4,015
-5% -$151K 0.02% 383
2023
Q1 		$3M Sell
80,323
-60,017
-43% -$2.15M 0.03% 360
2022
Q4 		$4.85M Buy
140,340
+54,480
+63% +$1.79M 0.05% 285
2022
Q3 		$2.71M Buy
85,860
+57,093
+198% +$1.87M 0.03% 356
2022
Q2 		$987K Buy
28,767
+13,040
+83% +$464K 0.01% 548
2022
Q1 		$580K Hold
15,727
– – 0.01% 749
2021
Q4 		$548K Sell
15,727
-7,700
-33% -$263K ﹤0.01% 791
2021
Q3 		$783K Buy
23,427
+1,127
+5% +$38.4K 0.01% 676
2021
Q2 		$752K Buy
22,300
+6,000
+37% +$207K 0.01% 663
2021
Q1 		$530K Sell
16,300
-251
-2% -$8.58K ﹤0.01% 656
2020
Q4 		$600K Buy
+16,551
New +$592K ﹤0.01% 617

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

Vontobel Holding's IAU Position: Q1 2026 in Review

Vontobel Holding reduced its iShares Gold Trust (IAU) stake by 8.2% in Q1 2026, selling an estimated $597K and leaving 73,191 shares worth $6.45M. The position accounts for 0.02% of the portfolio, ranked #328.

Vontobel Holding first reported a position in IAU in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.47M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Vontobel Holding held 73,191 shares of iShares Gold Trust worth $6.45M as of Q1 2026.
  • Vontobel Holding sold 6,503 iShares Gold Trust shares in Q1 2026, an estimated $597K.
  • iShares Gold Trust made up 0.02% of Vontobel Holding's portfolio in Q1 2026, its #328 holding.
  • Vontobel Holding first reported a position in iShares Gold Trust in Q4 2020 and has held it in 22 quarters since.
  • Vontobel Holding's iShares Gold Trust position peaked at $6.47M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.