Atomi Financial Group’s iShares Gold Trust IAU Stock Holding History

Atomi Financial Group’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	$8.38M	Sell	111,023 -9,071	-8%	-$770K	0.22%	93
2026 Q1	$10.6M	Sell	120,094 -8,263	-6%	-$758K	0.32%	62
2025 Q4	$10.4M	Buy	128,357 +2,948	+2%	+$231K	0.31%	57
2025 Q3	$9.13M	Buy	125,409 +2,868	+2%	+$187K	0.3%	62
2025 Q2	$7.64M	Buy	122,541 +5,261	+4%	+$326K	0.29%	65
2025 Q1	$6.91M	Sell	117,280 -6,685	-5%	-$362K	0.32%	63
2024 Q4	$6.14M	Buy	123,965 +15,717	+15%	+$790K	0.31%	64
2024 Q3	$5.38M	Buy	108,248 +5,839	+6%	+$273K	0.34%	59
2024 Q2	$4.5M	Buy	102,409 +25,345	+33%	+$1.12M	0.33%	68
2024 Q1	$3.24M	Buy	77,064 +71,373	+1,254%	+$2.8M	0.3%	78
2023 Q4	$222K	Buy	+5,691	New	+$213K	0.03%	511
2023 Q3	–	Sell	-7,000	Closed	-$255K	–	359
2023 Q2	$255K	Sell	7,000 -1,396	-17%	-$52.3K	0.12%	214
2023 Q1	$314K	Buy	+8,396	New	+$301K	0.18%	144

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

Atomi Financial Group's IAU Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares Gold Trust (IAU) stake by 7.6% in Q2 2026, selling an estimated $770K and leaving 111,023 shares worth $8.38M. The position accounts for 0.22% of the portfolio, ranked #93.

Atomi Financial Group first reported a position in IAU in Q1 2023 and has held it in 13 quarters since. The position peaked at $10.6M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Atomi Financial Group held 111,023 shares of iShares Gold Trust worth $8.38M as of Q2 2026.
Atomi Financial Group sold 9,071 iShares Gold Trust shares in Q2 2026, an estimated $770K.
iShares Gold Trust made up 0.22% of Atomi Financial Group's portfolio in Q2 2026, its #93 holding.
Atomi Financial Group first reported a position in iShares Gold Trust in Q1 2023 and has held it in 13 quarters since.
Atomi Financial Group's iShares Gold Trust position peaked at $10.6M in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.