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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Atlas Capital Advisors's IAU Position: Q1 2026 in Review

Atlas Capital Advisors reduced its iShares Gold Trust (IAU) stake by 5.4% in Q1 2026, selling an estimated $21.4K and leaving 4,097 shares worth $361K. The position accounts for 0.04% of the portfolio, ranked #311.

Atlas Capital Advisors first reported a position in IAU in Q1 2018 and has held it in 22 quarters since. The position peaked at $976K in Q4 2023. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Atlas Capital Advisors held 4,097 shares of iShares Gold Trust worth $361K as of Q1 2026.
Atlas Capital Advisors sold 233 iShares Gold Trust shares in Q1 2026, an estimated $21.4K.
iShares Gold Trust made up 0.04% of Atlas Capital Advisors's portfolio in Q1 2026, its #311 holding.
Atlas Capital Advisors first reported a position in iShares Gold Trust in Q1 2018 and has held it in 22 quarters since.
Atlas Capital Advisors's iShares Gold Trust position peaked at $976K in Q4 2023.
1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.