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VCU Investment Management Co

413 STUART CIRCLE, SUITE 210, RICHMOND, VA 23220 • (804) 729-3556

Q1 2026 · Filed 2026-05-07
Market Value
$67M
Holdings
2
+1
New Purchases
0
Added To
0
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
50.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IAU 100.00% 0.00% +100.00% $67M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 2 $67M 100.0%

Portfolio Analytics

Avg Market Cap
$51.0B
Median Market Cap
$51.0B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.68
# Stocks
0
# ETFs / Funds
2

Top Holdings (2 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IAU 100.00% 761,798 $67M $88.16 $5M
2 MGK —% -$23M -56,435 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
MGK —%
View SEC EDGAR Filings for VCU Investment Management Co →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms