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Atria Wealth Solutions’s iShares Gold Trust IAU Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$12.4M Sell
199,582
-263,452
-57% -$16.3M 0.28% 78
2025
Q1 		$27.3M Buy
463,034
+68,501
+17% +$3.71M 0.33% 58
2024
Q4 		$19.5M Buy
394,533
+22,634
+6% +$1.14M 0.21% 97
2024
Q3 		$18.5M Sell
371,899
-3,004
-0.8% -$141K 0.2% 107
2024
Q2 		$16.5M Sell
374,903
-13,669
-4% -$604K 0.18% 117
2024
Q1 		$16.3M Buy
388,572
+5,444
+1% +$213K 0.18% 114
2023
Q4 		$15M Buy
383,128
+9,541
+3% +$357K 0.19% 115
2023
Q3 		$13.1M Sell
373,587
-137,072
-27% -$5M 0.18% 119
2023
Q2 		$18.6M Buy
510,659
+141,455
+38% +$5.3M 0.25% 86
2023
Q1 		$13.8M Buy
369,204
+5,144
+1% +$185K 0.2% 106
2022
Q4 		$12.6M Sell
364,060
-29,302
-7% -$962K 0.2% 111
2022
Q3 		$12.4M Buy
393,362
+28,817
+8% +$944K 0.21% 103
2022
Q2 		$12.5M Buy
364,545
+72,353
+25% +$2.57M 0.23% 98
2022
Q1 		$10.8M Buy
+292,192
New +$10.4M 0.18% 124

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Atria Wealth Solutions's IAU Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares Gold Trust (IAU) stake by 57% in Q2 2025, selling an estimated $16.3M and leaving 199,582 shares worth $12.4M. The position accounts for 0.28% of the portfolio, ranked #78.

Atria Wealth Solutions first reported a position in IAU in Q1 2022 and has held it in 14 quarters since. The position peaked at $27.3M in Q1 2025. 1,594 funds tracked by Wall St. Rank hold IAU as of Q2 2025.

  • Atria Wealth Solutions held 199,582 shares of iShares Gold Trust worth $12.4M as of Q2 2025.
  • Atria Wealth Solutions sold 263,452 iShares Gold Trust shares in Q2 2025, an estimated $16.3M.
  • iShares Gold Trust made up 0.28% of Atria Wealth Solutions's portfolio in Q2 2025, its #78 holding.
  • Atria Wealth Solutions first reported a position in iShares Gold Trust in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares Gold Trust position peaked at $27.3M in Q1 2025.
  • 1,594 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.