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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bradley & Co Private Wealth Management's IAU Position: Q1 2026 in Review

Bradley & Co Private Wealth Management increased its iShares Gold Trust (IAU) stake by 9.3% in Q1 2026, buying an estimated $205K and bringing the position to 26,253 shares worth $2.31M. The position accounts for 1.22% of the portfolio, ranked #17.

Bradley & Co Private Wealth Management first reported a position in IAU in Q1 2021 and has held it in 20 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

Bradley & Co Private Wealth Management held 26,253 shares of iShares Gold Trust worth $2.31M as of Q1 2026.
Bradley & Co Private Wealth Management bought 2,232 iShares Gold Trust shares in Q1 2026, an estimated $205K.
iShares Gold Trust made up 1.22% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #17 holding.
Bradley & Co Private Wealth Management first reported a position in iShares Gold Trust in Q1 2021 and has held it in 20 quarters since.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.