Atlantic Union Bankshares’s iShares Gold Trust IAU Stock Holding History

Atlantic Union Bankshares’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	$623K	Buy	8,253 +438	+6%	+$37.2K	0.01%	435
2026 Q1	$689K	Sell	7,815 -854	-10%	-$78.3K	0.01%	423
2025 Q4	$704K	Buy	8,669 +921	+12%	+$72K	0.01%	424
2025 Q3	$564K	Sell	7,748 -134	-2%	-$8.74K	0.01%	456
2025 Q2	$492K	Buy	7,882 +3,959	+101%	+$245K	0.01%	397
2025 Q1	$231K	Sell	3,923 -406	-9%	-$22K	0.01%	281
2024 Q4	$214K	Hold	4,329	–	–	0.01%	299
2024 Q3	$215K	Buy	+4,329	New	+$203K	0.01%	308

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Atlantic Union Bankshares's IAU Position: Q2 2026 in Review

Atlantic Union Bankshares increased its iShares Gold Trust (IAU) stake by 5.6% in Q2 2026, buying an estimated $37.2K and bringing the position to 8,253 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #435.

Atlantic Union Bankshares first reported a position in IAU in Q3 2024 and has held it in 8 quarters since. The position peaked at $704K in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Atlantic Union Bankshares held 8,253 shares of iShares Gold Trust worth $623K as of Q2 2026.
Atlantic Union Bankshares bought 438 iShares Gold Trust shares in Q2 2026, an estimated $37.2K.
iShares Gold Trust made up 0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #435 holding.
Atlantic Union Bankshares first reported a position in iShares Gold Trust in Q3 2024 and has held it in 8 quarters since.
Atlantic Union Bankshares's iShares Gold Trust position peaked at $704K in Q4 2025.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.