Atlas Capital Advisors’s iShares Gold Trust IAU Stock Holding History

Atlas Capital Advisors’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	$309K	Hold	4,097	–	–	0.03%	375
2026 Q1	$361K	Sell	4,097 -233	-5%	-$21.4K	0.04%	311
2025 Q4	$351K	Buy	+4,330	New	+$339K	0.04%	319
2024 Q1	–	Sell	-25,000	Closed	-$976K	–	929
2023 Q4	$976K	Hold	25,000	–	–	0.14%	124
2023 Q3	$875K	Hold	25,000	–	–	0.14%	115
2023 Q2	$910K	Hold	25,000	–	–	0.14%	121
2023 Q1	$934K	Hold	25,000	–	–	0.15%	104
2022 Q4	$865K	Hold	25,000	–	–	0.15%	121
2022 Q3	$788K	Hold	25,000	–	–	0.14%	118
2022 Q2	$858K	Buy	+25,000	New	+$889K	0.15%	118
2022 Q1	–	Sell	-1,500	Closed	-$52.2K	–	938
2021 Q4	$52.2K	Sell	1,500 -505	-25%	-$17.3K	0.01%	527
2021 Q3	$67K	Hold	2,005	–	–	0.01%	489
2021 Q2	$67.6K	Buy	2,005 +1,500	+297%	+$51.9K	0.01%	502
2021 Q1	$16.4K	Buy	+505	New	+$17.3K	﹤0.01%	622
2020 Q3	–	Sell	-2,005	Closed	-$68.1K	–	430
2020 Q2	$68.1K	Sell	2,005 -3,500	-64%	-$115K	0.02%	443
2020 Q1	$166K	Buy	5,505 +3,500	+175%	+$106K	0.05%	295
2019 Q4	$58.1K	Hold	2,005	–	–	0.01%	444
2019 Q3	$56.5K	Hold	2,005	–	–	0.02%	451
2019 Q2	$54.1K	Hold	2,005	–	–	0.02%	467
2019 Q1	$49.6K	Sell	2,005 -5	-0.2%	-$125	0.02%	418
2018 Q4	$49.4K	Hold	2,010	–	–	0.02%	405
2018 Q3	$46.2K	Buy	+2,010	New	+$46.7K	0.02%	426
2018 Q2	–	Sell	-1,500	Closed	-$38.2K	–	535
2018 Q1	$38.2K	Buy	+1,500	New	+$38.3K	0.01%	424

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

Atlas Capital Advisors's IAU Position: Q2 2026 in Review

Atlas Capital Advisors held its iShares Gold Trust (IAU) position steady in Q2 2026 at 4,097 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #375.

Atlas Capital Advisors first reported a position in IAU in Q1 2018 and has held it in 23 quarters since. The position peaked at $976K in Q4 2023. 1,913 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Atlas Capital Advisors held 4,097 shares of iShares Gold Trust worth $309K as of Q2 2026.
Atlas Capital Advisors left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.03% of Atlas Capital Advisors's portfolio in Q2 2026, its #375 holding.
Atlas Capital Advisors first reported a position in iShares Gold Trust in Q1 2018 and has held it in 23 quarters since.
Atlas Capital Advisors's iShares Gold Trust position peaked at $976K in Q4 2023.
1,913 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.