Beacon Bridge Wealth Partners’s iShares Gold Trust IAU Stock Holding History

Beacon Bridge Wealth Partners’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	$4.04M	Buy	51,707 +3,405	+7%	+$273K	1.14%	30
2026 Q2	$3.65M	Sell	48,302 -18,383	-28%	-$1.56M	1.04%	32
2026 Q1	$5.88M	Sell	66,685 -119	-0.2%	-$10.9K	1.97%	16
2025 Q4	$5.42M	Buy	66,804 +22,967	+52%	+$1.8M	1.8%	18
2025 Q3	$3.19M	Buy	43,837 +1,585	+4%	+$103K	1.13%	28
2025 Q2	$2.63M	Sell	42,252 -560	-1%	-$34.7K	1.05%	33
2025 Q1	$2.52M	Sell	42,812 -3,535	-8%	-$191K	1.08%	29
2024 Q4	$2.29M	Buy	+46,347	New	+$2.33M	0.97%	30

Other funds holding IAU

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Beacon Bridge Wealth Partners's IAU Position: Q3 2026 in Review

Beacon Bridge Wealth Partners increased its iShares Gold Trust (IAU) stake by 7% in Q3 2026, buying an estimated $273K and bringing the position to 51,707 shares worth $4.04M. The position accounts for 1.14% of the portfolio, ranked #30.

Beacon Bridge Wealth Partners first reported a position in IAU in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.88M in Q1 2026. 1,749 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Beacon Bridge Wealth Partners held 51,707 shares of iShares Gold Trust worth $4.04M as of Q3 2026.
Beacon Bridge Wealth Partners bought 3,405 iShares Gold Trust shares in Q3 2026, an estimated $273K.
iShares Gold Trust made up 1.14% of Beacon Bridge Wealth Partners's portfolio in Q3 2026, its #30 holding.
Beacon Bridge Wealth Partners first reported a position in iShares Gold Trust in Q4 2024 and has held it in 8 quarters since.
Beacon Bridge Wealth Partners's iShares Gold Trust position peaked at $5.88M in Q1 2026.
1,749 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.