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Atria Wealth Solutions’s iShares Gold Trust Micro IAUM Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$5.53M Sell
167,703
-138,618
-45% -$4.54M 0.13% 194
2025
Q1 		$9.55M Buy
+306,321
New +$8.76M 0.11% 189

Other funds holding IAUM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

Atria Wealth Solutions reduced its iShares Gold Trust Micro (IAUM) stake by 45% in Q2 2025, selling an estimated $4.54M and leaving 167,703 shares worth $5.53M. The position accounts for 0.13% of the portfolio, ranked #194.

Atria Wealth Solutions first reported a position in IAUM in Q1 2025 and has held it in 2 quarters since. The position peaked at $9.55M in Q1 2025. 156 funds tracked by Wall St. Rank hold IAUM as of Q2 2025.

  • Atria Wealth Solutions held 167,703 shares of iShares Gold Trust Micro worth $5.53M as of Q2 2025.
  • Atria Wealth Solutions sold 138,618 iShares Gold Trust Micro shares in Q2 2025, an estimated $4.54M.
  • iShares Gold Trust Micro made up 0.13% of Atria Wealth Solutions's portfolio in Q2 2025, its #194 holding.
  • Atria Wealth Solutions first reported a position in iShares Gold Trust Micro in Q1 2025 and has held it in 2 quarters since.
  • Atria Wealth Solutions's iShares Gold Trust Micro position peaked at $9.55M in Q1 2025.
  • 156 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2025.

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