Bradley & Co Private Wealth Management’s iShares Gold Trust IAU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.43M Hold
2025
Q1
$1.36M Buy
2024
Q4
$984K Buy
2024
Q2
$873K Hold
2024
Q1
$835K Sell
2023
Q4
$778K Buy
2023
Q3
$696K Hold
2023
Q2
$723K Hold
2023
Q1
$743K Hold
2022
Q4
$688K Hold
2022
Q3
$627K Hold
2022
Q2
$682K Hold
2022
Q1
$732K Hold
2021
Q4
$692K Hold
2021
Q3
$664K Hold
2021
Q2
$670K Hold
2021
Q1
$646K Buy