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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Atomi Financial Group's IAU Position: Q1 2026 in Review

Atomi Financial Group reduced its iShares Gold Trust (IAU) stake by 6.4% in Q1 2026, selling an estimated $758K and leaving 120,094 shares worth $10.6M. The position accounts for 0.32% of the portfolio, ranked #62.

Atomi Financial Group first reported a position in IAU in Q1 2023 and has held it in 12 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Atomi Financial Group held 120,094 shares of iShares Gold Trust worth $10.6M as of Q1 2026.
  • Atomi Financial Group sold 8,263 iShares Gold Trust shares in Q1 2026, an estimated $758K.
  • iShares Gold Trust made up 0.32% of Atomi Financial Group's portfolio in Q1 2026, its #62 holding.
  • Atomi Financial Group first reported a position in iShares Gold Trust in Q1 2023 and has held it in 12 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.