Atwater Malick
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Atwater Malick’s iShares Gold Trust IAU Stock Holding History

Atwater Malick’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
2026
Q3 		$1.22M Hold
15,573
– – 0.27% 47
2026
Q2 		$1.18M Buy
15,573
+11,216
+257% +$952K 0.26% 48
2026
Q1 		$384K Sell
4,357
-875
-17% -$80.3K 0.1% 70
2025
Q4 		$425K Buy
5,232
+925
+21% +$72.3K 0.12% 59
2025
Q3 		$313K Hold
4,307
– – 0.09% 67
2025
Q2 		$269K Buy
4,307
+332
+8% +$20.6K 0.09% 71
2025
Q1 		$234K Buy
+3,975
New +$215K 0.08% 72

Other funds holding IAU

Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Tanglewood Wealth Management
Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cadinha & Co
Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return

Atwater Malick's IAU Position: Q3 2026 in Review

Atwater Malick held its iShares Gold Trust (IAU) position steady in Q3 2026 at 15,573 shares worth $1.22M. The position accounts for 0.27% of the portfolio, ranked #47.

Atwater Malick first reported a position in IAU in Q1 2025 and has held it in 7 quarters since. 641 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Atwater Malick held 15,573 shares of iShares Gold Trust worth $1.22M as of Q3 2026.
  • Atwater Malick left its iShares Gold Trust share count unchanged in Q3 2026.
  • iShares Gold Trust made up 0.27% of Atwater Malick's portfolio in Q3 2026, its #47 holding.
  • Atwater Malick first reported a position in iShares Gold Trust in Q1 2025 and has held it in 7 quarters since.
  • 641 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.