Atria Investments’s iShares Gold Trust Micro IAUM Stock Holding History

Atria Investments’s Portfolio IAUM Stock Details IAUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.38M	Buy	84,489 +1,891	+2%	+$85K	0.03%	520
2026 Q1	$3.86M	Buy	82,598 +2,942	+4%	+$143K	0.04%	450
2025 Q4	$3.42M	Buy	79,656 +18,384	+30%	+$761K	0.04%	510
2025 Q3	$2.36M	Buy	61,272 +52,190	+575%	+$1.8M	0.03%	662
2025 Q2	$300K	Buy	+9,082	New	+$298K	﹤0.01%	1712
2024 Q4	–	Sell	-52,933	Closed	-$1.39M	–	1914
2024 Q3	$1.39M	Sell	52,933 -17,191	-25%	-$425K	0.02%	817
2024 Q2	$1.63M	Sell	70,124 -15,673	-18%	-$366K	0.02%	726
2024 Q1	$1.9M	Sell	85,797 -36	-0%	-$745	0.03%	671
2023 Q4	$1.77M	Sell	85,833 -21,008	-20%	-$415K	0.03%	646
2023 Q3	$1.97M	Buy	106,841 +20,317	+23%	+$391K	0.04%	571
2023 Q2	$1.66M	Buy	+86,524	New	+$1.71M	0.03%	621

Other funds holding IAUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.51B AUM 22.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atria Investments's IAUM Position: Q2 2026 in Review

Atria Investments increased its iShares Gold Trust Micro (IAUM) stake by 2.3% in Q2 2026, buying an estimated $85K and bringing the position to 84,489 shares worth $3.38M. The position accounts for 0.03% of the portfolio, ranked #520.

Atria Investments first reported a position in IAUM in Q2 2023 and has held it in 11 quarters since. The position peaked at $3.86M in Q1 2026. 259 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

Atria Investments held 84,489 shares of iShares Gold Trust Micro worth $3.38M as of Q2 2026.
Atria Investments bought 1,891 iShares Gold Trust Micro shares in Q2 2026, an estimated $85K.
iShares Gold Trust Micro made up 0.03% of Atria Investments's portfolio in Q2 2026, its #520 holding.
Atria Investments first reported a position in iShares Gold Trust Micro in Q2 2023 and has held it in 11 quarters since.
Atria Investments's iShares Gold Trust Micro position peaked at $3.86M in Q1 2026.
259 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.