Atria Investments’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.6M | Sell |
131,381
-97,200
| -43% | -$8.92M | 0.13% | 168 |
|
|
2025
Q4 | $18.6M | Buy |
228,581
+3,685
| +2% | +$288K | 0.21% | 88 |
|
|
2025
Q3 | $16.4M | Buy |
224,896
+47,891
| +27% | +$3.12M | 0.19% | 104 |
|
|
2025
Q2 | $11M | Sell |
177,005
-123,801
| -41% | -$7.67M | 0.13% | 166 |
|
|
2025
Q1 | $17.7M | Buy |
300,806
+174,335
| +138% | +$9.43M | 0.23% | 83 |
|
|
2024
Q4 | $6.26M | Buy |
126,471
+58,106
| +85% | +$2.92M | 0.08% | 287 |
|
|
2024
Q3 | $3.4M | Sell |
68,365
-6,353
| -9% | -$297K | 0.04% | 481 |
|
|
2024
Q2 | $3.28M | Sell |
74,718
-4,005
| -5% | -$177K | 0.04% | 467 |
|
|
2024
Q1 | $3.31M | Sell |
78,723
-33,823
| -30% | -$1.33M | 0.05% | 470 |
|
|
2023
Q4 | $4.39M | Sell |
112,546
-3,711
| -3% | -$139K | 0.07% | 332 |
|
|
2023
Q3 | $4.07M | Buy |
116,257
+1,051
| +0.9% | +$38.4K | 0.07% | 336 |
|
|
2023
Q2 | $4.19M | Buy |
115,206
+2,183
| +2% | +$81.8K | 0.08% | 317 |
|
|
2023
Q1 | $4.22M | Buy |
113,023
+30,504
| +37% | +$1.09M | 0.08% | 301 |
|
|
2022
Q4 | $2.85M | Sell |
82,519
-7,752
| -9% | -$255K | 0.06% | 395 |
|
|
2022
Q3 | $2.85M | Sell |
90,271
-14,952
| -14% | -$490K | 0.06% | 376 |
|
|
2022
Q2 | $3.61M | Buy |
105,223
+7,462
| +8% | +$265K | 0.08% | 325 |
|
|
2022
Q1 | $3.6M | Buy |
97,761
+8,032
| +9% | +$287K | 0.06% | 368 |
|
|
2021
Q4 | $3.12M | Sell |
89,729
-4,422
| -5% | -$151K | 0.06% | 398 |
|
|
2021
Q3 | $3.15M | Buy |
94,151
+15,681
| +20% | +$534K | 0.06% | 372 |
|
|
2021
Q2 | $2.65M | Buy |
78,470
+15,805
| +25% | +$546K | 0.05% | 407 |
|
|
2021
Q1 | $2.04M | Sell |
62,665
-48,926
| -44% | -$1.67M | 0.05% | 445 |
|
|
2020
Q4 | $4.05M | Buy |
111,591
+8,865
| +9% | +$317K | 0.1% | 236 |
|
|
2020
Q3 | $3.7M | Sell |
102,726
-28,722
| -22% | -$1.05M | 0.11% | 208 |
|
|
2020
Q2 | $4.47M | Buy |
+131,448
| New | +$4.31M | 0.15% | 159 |
|
|
2020
Q1 | – | Sell |
-61,016
| Closed | -$1.77M | – | 830 |
|
|
2019
Q4 | $1.77M | Sell |
61,016
-97,389
| -61% | -$2.76M | 0.05% | 347 |
|
|
2019
Q3 | $4.47M | Sell |
158,405
-2,990
| -2% | -$84.3K | 0.16% | 128 |
|
|
2019
Q2 | $4.67M | Buy |
161,395
+8,899
| +6% | +$223K | 0.17% | 115 |
|
|
2019
Q1 | $3.78M | Buy |
152,496
+19,064
| +14% | +$476K | 0.16% | 122 |
|
|
2018
Q4 | $3.28M | Buy |
133,432
+103,805
| +350% | +$2.44M | 0.15% | 111 |
|
|
2018
Q3 | $677K | Buy |
29,627
+5,362
| +22% | +$125K | 0.03% | 508 |
|
|
2018
Q2 | $583K | Buy |
24,265
+776
| +3% | +$19.5K | 0.03% | 521 |
|
|
2018
Q1 | $598K | Buy |
23,489
+201
| +0.9% | +$5.13K | 0.03% | 470 |
|
|
2017
Q4 | $583K | Sell |
23,288
-22,679
| -49% | -$556K | 0.03% | 456 |
|
|
2017
Q3 | $1.13M | Buy |
45,967
+17,214
| +60% | +$423K | 0.06% | 283 |
|
|
2017
Q2 | $687K | Buy |
28,753
+11,299
| +65% | +$273K | 0.04% | 360 |
|
|
2017
Q1 | $419K | Sell |
17,454
-2,200
| -11% | -$51.7K | 0.03% | 429 |
|
|
2016
Q4 | $436K | Buy |
19,654
+6,495
| +49% | +$152K | 0.03% | 372 |
|
|
2016
Q3 | $334K | Sell |
13,159
-60,183
| -82% | -$1.55M | 0.03% | 385 |
|
|
2016
Q2 | $1.91M | Buy |
73,342
+373
| +0.5% | +$9.06K | 0.21% | 79 |
|
|
2016
Q1 | $1.73M | Buy |
+72,969
| New | +$1.67M | 0.2% | 85 |
|
|
2015
Q4 | – | Sell |
-5,236
| Closed | -$113K | – | 405 |
|
|
2015
Q3 | $113K | Sell |
5,236
-28,096
| -84% | -$611K | 0.02% | 338 |
|
|
2015
Q2 | $756K | Buy |
33,332
+81
| +0.2% | +$1.87K | 0.09% | 174 |
|
|
2015
Q1 | $761K | Sell |
33,251
-122,949
| -79% | -$2.9M | 0.09% | 181 |
|
|
2014
Q4 | $3.57M | Buy |
156,200
+6,831
| +5% | +$159K | 0.38% | 41 |
|
|
2014
Q3 | $3.5M | Sell |
149,369
-5,335
| -3% | -$132K | 0.36% | 45 |
|
|
2014
Q2 | $3.98M | Sell |
154,704
-12,067
| -7% | -$302K | 0.4% | 43 |
|
|
2014
Q1 | $4.15M | Sell |
166,771
-25,514
| -13% | -$640K | 0.42% | 42 |
|
|
2013
Q4 | $4.49M | Buy |
192,285
+1,837
| +1% | +$45.4K | 0.45% | 42 |
|
|
2013
Q3 | $4.91M | Buy |
190,448
+24,419
| +15% | +$630K | 0.51% | 37 |
|
|
2013
Q2 | $3.98M | Buy |
+166,029
| New | +$4.57M | 0.48% | 41 |
|
Other funds holding IAU
Atria Investments's IAU Position: Q1 2026 in Review
Atria Investments reduced its iShares Gold Trust (IAU) stake by 43% in Q1 2026, selling an estimated $8.92M and leaving 131,381 shares worth $11.6M. The position accounts for 0.13% of the portfolio, ranked #168.
Atria Investments first reported a position in IAU in Q2 2013 and has held it in 50 quarters since. The position peaked at $18.6M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.
- Atria Investments held 131,381 shares of iShares Gold Trust worth $11.6M as of Q1 2026.
- Atria Investments sold 97,200 iShares Gold Trust shares in Q1 2026, an estimated $8.92M.
- iShares Gold Trust made up 0.13% of Atria Investments's portfolio in Q1 2026, its #168 holding.
- Atria Investments first reported a position in iShares Gold Trust in Q2 2013 and has held it in 50 quarters since.
- Atria Investments's iShares Gold Trust position peaked at $18.6M in Q4 2025.
- 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.