Atticus Wealth Management’s iShares Gold Trust IAU Stock Holding History

Atticus Wealth Management’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 Q3	–	Sell	-1,500	Closed	-$93.5K	–	389
2025 Q2	$93.5K	Hold	1,500	–	–	0.03%	249
2025 Q1	$88.4K	Hold	1,500	–	–	0.03%	176
2024 Q4	$74.3K	Hold	1,500	–	–	0.02%	195
2024 Q3	$74.5K	Hold	1,500	–	–	0.02%	201
2024 Q2	$65.9K	Hold	1,500	–	–	0.02%	208
2024 Q1	$63K	Hold	1,500	–	–	0.02%	219
2023 Q4	$58.5K	Hold	1,500	–	–	0.02%	229
2023 Q3	$52.5K	Hold	1,500	–	–	0.02%	241
2023 Q2	$54.6K	Hold	1,500	–	–	0.02%	254
2023 Q1	$56.1K	Hold	1,500	–	–	0.02%	241
2022 Q4	$51.9K	Hold	1,500	–	–	0.02%	247
2022 Q3	$51K	Hold	1,500	–	–	0.02%	227
2022 Q2	$51K	Hold	1,500	–	–	0.02%	247
2022 Q1	$55K	Hold	1,500	–	–	0.02%	236
2021 Q4	$52K	Hold	1,500	–	–	0.02%	222
2021 Q3	$50K	Sell	1,500 -500	-25%	-$17K	0.02%	233
2021 Q2	$67K	Hold	2,000	–	–	0.03%	203
2021 Q1	$65K	Hold	2,000	–	–	0.03%	191
2020 Q4	$73K	Hold	2,000	–	–	0.04%	177
2020 Q3	$72K	Hold	2,000	–	–	0.04%	155
2020 Q2	$68K	Hold	2,000	–	–	0.04%	152
2020 Q1	$60K	Hold	2,000	–	–	0.05%	161
2019 Q4	$58K	Buy	+2,000	New	+$56.7K	0.04%	168

Other funds holding IAU

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Atticus Wealth Management's IAU Position: Q3 2025 in Review

Atticus Wealth Management sold out of iShares Gold Trust (IAU) in Q3 2025, closing a stake of 1,500 shares — an estimated $93.5K sold.

Atticus Wealth Management first reported a position in IAU in Q4 2019 and held it in 23 quarters. The position peaked at $93.5K in Q2 2025. 1,709 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

Atticus Wealth Management reported no remaining iShares Gold Trust position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 1,500 iShares Gold Trust shares in Q3 2025, an estimated $93.5K.
Atticus Wealth Management first reported a position in iShares Gold Trust in Q4 2019 and held it in 23 quarters.
Atticus Wealth Management's iShares Gold Trust position peaked at $93.5K in Q2 2025.
1,709 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.