BridgePort Financial Solutions’s iShares Gold Trust IAU Stock Holding History

BridgePort Financial Solutions’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	$3.96M	Sell	44,884 -13,946	-24%	-$1.28M	1.12%	23
2025 Q4	$4.78M	Sell	58,830 -324	-0.5%	-$25.3K	1.28%	18
2025 Q3	$4.3M	Buy	59,154 +3,400	+6%	+$222K	1.16%	21
2025 Q2	$3.48M	Buy	55,754 +11,205	+25%	+$694K	1.16%	23
2025 Q1	$2.63M	Buy	44,549 +2,208	+5%	+$119K	1.18%	22
2024 Q4	$2.29M	Buy	+42,341	New	+$2.13M	1.04%	23

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

BridgePort Financial Solutions's IAU Position: Q1 2026 in Review

BridgePort Financial Solutions reduced its iShares Gold Trust (IAU) stake by 24% in Q1 2026, selling an estimated $1.28M and leaving 44,884 shares worth $3.96M. The position accounts for 1.12% of the portfolio, ranked #23.

BridgePort Financial Solutions first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.78M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

BridgePort Financial Solutions held 44,884 shares of iShares Gold Trust worth $3.96M as of Q1 2026.
BridgePort Financial Solutions sold 13,946 iShares Gold Trust shares in Q1 2026, an estimated $1.28M.
iShares Gold Trust made up 1.12% of BridgePort Financial Solutions's portfolio in Q1 2026, its #23 holding.
BridgePort Financial Solutions first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
BridgePort Financial Solutions's iShares Gold Trust position peaked at $4.78M in Q4 2025.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.