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

Bradley & Co Private Wealth Management’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 Q2	$1.81M	Sell	24,021 -2,232	-9%	-$189K	0.86%	22
2026 Q1	$2.31M	Buy	26,253 +2,232	+9%	+$205K	1.22%	17
2025 Q4	$1.95M	Sell	24,021 -850	-3%	-$66.5K	1.03%	19
2025 Q3	$1.81M	Buy	24,871 +1,888	+8%	+$123K	1%	19
2025 Q2	$1.43M	Hold	22,983	–	–	0.88%	19
2025 Q1	$1.36M	Buy	22,983 +3,105	+16%	+$168K	0.93%	19
2024 Q4	$984K	Buy	+19,878	New	+$999K	0.61%	18
2024 Q2	$873K	Hold	19,878	–	–	0.65%	18
2024 Q1	$835K	Sell	19,878 -54	-0.3%	-$2.12K	0.68%	20
2023 Q4	$778K	Buy	19,932 +54	+0.3%	+$2.02K	0.72%	17
2023 Q3	$696K	Hold	19,878	–	–	0.73%	18
2023 Q2	$723K	Hold	19,878	–	–	0.72%	18
2023 Q1	$743K	Hold	19,878	–	–	0.81%	17
2022 Q4	$688K	Hold	19,878	–	–	0.84%	19
2022 Q3	$627K	Hold	19,878	–	–	0.75%	20
2022 Q2	$682K	Hold	19,878	–	–	0.75%	25
2022 Q1	$732K	Hold	19,878	–	–	0.63%	27
2021 Q4	$692K	Hold	19,878	–	–	0.55%	28
2021 Q3	$664K	Hold	19,878	–	–	0.57%	29
2021 Q2	$670K	Hold	19,878	–	–	0.58%	27
2021 Q1	$646K	Buy	+19,878	New	+$679K	0.6%	29

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bradley & Co Private Wealth Management's IAU Position: Q2 2026 in Review

Bradley & Co Private Wealth Management reduced its iShares Gold Trust (IAU) stake by 8.5% in Q2 2026, selling an estimated $189K and leaving 24,021 shares worth $1.81M. The position accounts for 0.86% of the portfolio, ranked #22.

Bradley & Co Private Wealth Management first reported a position in IAU in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.31M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Bradley & Co Private Wealth Management held 24,021 shares of iShares Gold Trust worth $1.81M as of Q2 2026.
Bradley & Co Private Wealth Management sold 2,232 iShares Gold Trust shares in Q2 2026, an estimated $189K.
iShares Gold Trust made up 0.86% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #22 holding.
Bradley & Co Private Wealth Management first reported a position in iShares Gold Trust in Q1 2021 and has held it in 21 quarters since.
Bradley & Co Private Wealth Management's iShares Gold Trust position peaked at $2.31M in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.