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Atlas Brown’s iShares Gold Trust IAU Stock Holding History

Atlas Brown’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
Q3 		$349K Buy
4,467
+86
+2% +$6.89K 0.09% 180
2026
Q2 		$331K Buy
4,381
+70
+2% +$5.94K 0.09% 184
2026
Q1 		$380K Sell
4,311
-151
-3% -$13.9K 0.11% 162
2025
Q4 		$362K Buy
+4,462
New +$349K 0.11% 161

Other funds holding IAU

PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
DRS
Deane Retirement Strategies New Orleans, Louisiana $244M AUM 18.26% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

Atlas Brown's IAU Position: Q3 2026 in Review

Atlas Brown increased its iShares Gold Trust (IAU) stake by 2% in Q3 2026, buying an estimated $6.89K and bringing the position to 4,467 shares worth $349K. The position accounts for 0.09% of the portfolio, ranked #180.

Atlas Brown first reported a position in IAU in Q4 2025 and has held it in 4 quarters since. The position peaked at $380K in Q1 2026. 98 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Atlas Brown held 4,467 shares of iShares Gold Trust worth $349K as of Q3 2026.
  • Atlas Brown bought 86 iShares Gold Trust shares in Q3 2026, an estimated $6.89K.
  • iShares Gold Trust made up 0.09% of Atlas Brown's portfolio in Q3 2026, its #180 holding.
  • Atlas Brown first reported a position in iShares Gold Trust in Q4 2025 and has held it in 4 quarters since.
  • Atlas Brown's iShares Gold Trust position peaked at $380K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Atlas Brown's 13F filing for Q3 2026, filed 9 Oct 2026.