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iShares Gold Trust shares owned by Atomi Financial Group

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Atomi Financial Group from 13F filings

Historical chart of Atomi Financial Group investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Atomi Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Atomi Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 77k 42.01
2023-12-31 $222k 5.7k 39.03
2023-06-30 $255k 7.0k 36.39
2023-03-31 $314k 8.4k 37.37

More positions owned by Atomi Financial Group

Apple (AAPL)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Coinbase Global Com Cl A Call Option (COIN)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Intl Eqty Factor (INTF)
Amazon (AMZN)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Atomi Financial Group

Top funds holding iShares Gold Trust

Bank of America Corporation
FMR
Morgan Stanley
Sumitomo Mitsui Trust Holdings
Charles Schwab Investment Advisory
Twin Tree Management
Empower Advisory Group
Wells Fargo & Company
Jpmorgan Chase & Co
Alliancebernstein
LPL Financial
Bank Of Montreal
Mizuho Corporate Bank
Ameriprise Financial
WealthNavi

View all funds holding iShares Gold Trust