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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
Q2 		$3.49M Buy
46,197
+1,313
+3% +$111K 0.89% 29
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BridgePort Financial Solutions's IAU Position: Q2 2026 in Review

BridgePort Financial Solutions increased its iShares Gold Trust (IAU) stake by 2.9% in Q2 2026, buying an estimated $111K and bringing the position to 46,197 shares worth $3.49M. The position accounts for 0.89% of the portfolio, ranked #29.

BridgePort Financial Solutions first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.78M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • BridgePort Financial Solutions held 46,197 shares of iShares Gold Trust worth $3.49M as of Q2 2026.
  • BridgePort Financial Solutions bought 1,313 iShares Gold Trust shares in Q2 2026, an estimated $111K.
  • iShares Gold Trust made up 0.89% of BridgePort Financial Solutions's portfolio in Q2 2026, its #29 holding.
  • BridgePort Financial Solutions first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • BridgePort Financial Solutions's iShares Gold Trust position peaked at $4.78M in Q4 2025.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.