SEC 13F Intelligence

Vci Wealth Management LLC / IAU

Vci Wealth Management LLC’s Ishares Gold Tr Position

Does Vci Wealth Management LLC own Ishares Gold Tr (IAU)? Yes — 318.1K shares worth $28M (+7.77% of its 13F portfolio) as of Q1 2026, down from 434.6K shares the prior filed quarter.

Position Value
$28M
Q1 2026
Shares
318.1K
% of Portfolio
+7.77%
Quarters Held
10
currently held

Position History IAU

Reported value by quarter
Q4 ’23: $4MQ4 ’23Q1 ’24: $3MQ2 ’24: $5MQ2 ’24Q3 ’24: $18MQ4 ’24: $20MQ4 ’24Q1 ’25: $24MQ2 ’25: $27MQ2 ’25Q3 ’25: $32MQ4 ’25: $35MQ4 ’25Q1 ’26: $28Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026318.1K$28M+7.77%
Q4 2025434.6K$35M+9.81%
Q3 2025444.4K$32M+9.81%
Q2 2025426.4K$27M+9.31%
Q1 2025415.1K$24M+10.27%
Q4 2024407.0K$20M+8.55%
Q3 2024363.9K$18M+8.05%
Q2 2024112.8K$5M+2.45%
Q1 202481.0K$3M+2.30%
Q4 202394.9K$4M+2.25%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vci Wealth Management LLC’s full portfolio or all institutional holders of IAU.