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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bridgewealth Advisory Group's IAU Position: Q1 2026 in Review

Bridgewealth Advisory Group reduced its iShares Gold Trust (IAU) stake by 24% in Q1 2026, selling an estimated $766K and leaving 26,950 shares worth $2.38M. The position accounts for 0.49% of the portfolio, ranked #33.

Bridgewealth Advisory Group first reported a position in IAU in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.87M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Bridgewealth Advisory Group held 26,950 shares of iShares Gold Trust worth $2.38M as of Q1 2026.
  • Bridgewealth Advisory Group sold 8,347 iShares Gold Trust shares in Q1 2026, an estimated $766K.
  • iShares Gold Trust made up 0.49% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #33 holding.
  • Bridgewealth Advisory Group first reported a position in iShares Gold Trust in Q4 2022 and has held it in 14 quarters since.
  • Bridgewealth Advisory Group's iShares Gold Trust position peaked at $2.87M in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.