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Atala Financial’s iShares Gold Trust IAU Stock Holding History

Atala Financial’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
Q2 		$1.23M Hold
16,262
– – 0.75% 41
2026
Q1 		$1.45M Hold
16,262
– – 0.98% 34
2025
Q4 		$1.32M Buy
16,262
+6,037
+59% +$472K 0.84% 37
2025
Q3 		$744K Hold
10,225
– – 0.47% 55
2025
Q2 		$638K Hold
10,225
– – 0.44% 55
2025
Q1 		$603K Hold
10,225
– – 0.44% 57
2024
Q4 		$506K Buy
+10,225
New +$514K 0.36% 63

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Atala Financial's IAU Position: Q2 2026 in Review

Atala Financial held its iShares Gold Trust (IAU) position steady in Q2 2026 at 16,262 shares worth $1.23M. The position accounts for 0.75% of the portfolio, ranked #41.

Atala Financial first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.45M in Q1 2026. 668 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Atala Financial held 16,262 shares of iShares Gold Trust worth $1.23M as of Q2 2026.
  • Atala Financial left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.75% of Atala Financial's portfolio in Q2 2026, its #41 holding.
  • Atala Financial first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • Atala Financial's iShares Gold Trust position peaked at $1.45M in Q1 2026.
  • 668 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.