Bridgewealth Advisory Group’s iShares Gold Trust IAU Stock Holding History

Bridgewealth Advisory Group’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	$1.95M	Sell	25,759 -1,191	-4%	-$101K	0.37%	39
2026 Q1	$2.38M	Sell	26,950 -8,347	-24%	-$766K	0.49%	33
2025 Q4	$2.87M	Buy	35,297 +4,021	+13%	+$314K	0.63%	31
2025 Q3	$2.28M	Sell	31,276 -655	-2%	-$42.7K	0.53%	31
2025 Q2	$1.99M	Buy	31,931 +17,136	+116%	+$1.06M	0.51%	32
2025 Q1	$872K	Sell	14,795 -18,284	-55%	-$989K	1.15%	28
2024 Q4	$1.83M	Buy	33,079 +8,366	+34%	+$420K	0.52%	36
2024 Q3	$1.23M	Buy	24,713 +339	+1%	+$15.9K	0.45%	36
2024 Q2	$1.07M	Buy	24,374 +1,630	+7%	+$72K	0.47%	35
2024 Q1	$955K	Sell	22,744 -9,985	-31%	-$391K	0.47%	35
2023 Q4	$1.28M	Buy	32,729 +537	+2%	+$20.1K	0.98%	26
2023 Q3	$1.13M	Sell	32,192 -1,160	-3%	-$42.3K	1.38%	17
2023 Q2	$1.21M	Buy	33,352 +891	+3%	+$33.4K	1.97%	12
2023 Q1	$1.21M	Buy	32,461 +2,430	+8%	+$87.2K	2.24%	11
2022 Q4	$1.04M	Buy	+30,031	New	+$986K	2.04%	11

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

Bridgewealth Advisory Group's IAU Position: Q2 2026 in Review

Bridgewealth Advisory Group reduced its iShares Gold Trust (IAU) stake by 4.4% in Q2 2026, selling an estimated $101K and leaving 25,759 shares worth $1.95M. The position accounts for 0.37% of the portfolio, ranked #39.

Bridgewealth Advisory Group first reported a position in IAU in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.87M in Q4 2025. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Bridgewealth Advisory Group held 25,759 shares of iShares Gold Trust worth $1.95M as of Q2 2026.
Bridgewealth Advisory Group sold 1,191 iShares Gold Trust shares in Q2 2026, an estimated $101K.
iShares Gold Trust made up 0.37% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #39 holding.
Bridgewealth Advisory Group first reported a position in iShares Gold Trust in Q4 2022 and has held it in 15 quarters since.
Bridgewealth Advisory Group's iShares Gold Trust position peaked at $2.87M in Q4 2025.
1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.