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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return

Asset Management One

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return