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Ishares Gold Tr shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of Ishares Gold Tr (IAUM) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in Ishares Gold Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Gold Tr held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Gold Tr by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-06-30 $5.5M 168k 32.99
2025-03-31 $9.5M 306k 31.17

More positions owned by Atria Wealth Solutions

Ishares Tr Core S&p500 Etf (IVV)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Total Usd (IUSB)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Atria Wealth Solutions

Top funds holding Ishares Gold Tr

Sumitomo Mitsui Trust Holdings
Adventist Health System Sunbelt Healthcare Corp
Alaska Permanent Fund Corp
School Employees Retirement Board Of Ohio
Ronald Blue Trust
AlTi Global
Teacher Retirement System Of Texas
PFG Financial Advisors
Jpmorgan Chase & Co
Vident Advisory
Fifth Third Bancorp
Heck Capital Advisors
Myriad Asset Management US
AlphaCore Capital
Ancora Advisors

View all funds holding Ishares Gold Tr