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Briaud Financial Planning’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Briaud Financial Planning’s Portfolio IDGT Stock Details IDGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-238
Closed -$19K – 170
2025
Q2 		$19K Buy
+238
New +$18.3K 0.01% 176

Other funds holding IDGT

AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LRWA
Long Run Wealth Advisors Lake Placid, New York $531M AUM 14.77% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Briaud Financial Planning's IDGT Position: Q3 2025 in Review

Briaud Financial Planning sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q3 2025, closing a stake of 238 shares — an estimated $19K sold.

Briaud Financial Planning first reported a position in IDGT in Q2 2025 and held it in 1 quarter. The position peaked at $19K in Q2 2025. 50 funds tracked by Wall St. Rank hold IDGT as of Q3 2025.

  • Briaud Financial Planning reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 238 iShares US Digital Infrastructure and Real Estate ETF shares in Q3 2025, an estimated $19K.
  • Briaud Financial Planning first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's iShares US Digital Infrastructure and Real Estate ETF position peaked at $19K in Q2 2025.
  • 50 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.