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Newbridge Financial Services Group’s iShares Gold Trust IAU Stock Holding History

Newbridge Financial Services 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 		$65.4K Sell
866
-74
-8% -$6.28K 0.01% 421
2026
Q1 		$82.9K Hold
940
– – 0.01% 341
2025
Q4 		$76.3K Hold
940
– – 0.01% 354
2025
Q3 		$68.4K Buy
940
+154
+20% +$10K 0.01% 455
2025
Q2 		$49K Sell
786
-73
-8% -$4.52K 0.01% 508
2025
Q1 		$50.6K Buy
859
+46
+6% +$2.49K 0.01% 367
2024
Q4 		$40.3K Buy
+813
New +$40.9K 0.01% 457
2024
Q3 		– Sell
-613
Closed -$26.9K – 847
2024
Q2 		$26.9K Buy
613
+133
+28% +$5.88K 0.01% 512
2024
Q1 		$20.2K Buy
+480
New +$18.8K 0.01% 597
2023
Q4 		– Sell
-1,799
Closed -$62.9K – 1246
2023
Q3 		$62.9K Hold
1,799
– – 0.03% 366
2023
Q2 		$65.5K Buy
1,799
+650
+57% +$24.4K 0.03% 393
2023
Q1 		$42.9K Hold
1,149
– – 0.02% 499
2022
Q4 		$39.7K Buy
1,149
+36
+3% +$1.18K 0.02% 518
2022
Q3 		$35K Hold
1,113
– – 0.02% 543
2022
Q2 		$38K Buy
1,113
+81
+8% +$2.88K 0.02% 467
2022
Q1 		$38K Buy
1,032
+400
+63% +$14.3K 0.02% 546
2021
Q4 		$22K Sell
632
-392
-38% -$13.4K 0.01% 695
2021
Q3 		$34K Buy
1,024
+158
+18% +$5.38K 0.02% 517
2021
Q2 		$29K Sell
866
-299
-26% -$10.3K 0.02% 653
2021
Q1 		$38K Buy
1,165
+148
+15% +$5.06K 0.03% 465
2020
Q4 		$37K Hold
1,017
– – 0.03% 395
2020
Q3 		$37K Buy
+1,017
New +$37.1K 0.04% 362

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

Newbridge Financial Services Group's IAU Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its iShares Gold Trust (IAU) stake by 7.9% in Q2 2026, selling an estimated $6.28K and leaving 866 shares worth $65.4K. The position accounts for 0.01% of the portfolio, ranked #421.

Newbridge Financial Services Group first reported a position in IAU in Q3 2020 and has held it in 22 quarters since. The position peaked at $82.9K in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Newbridge Financial Services Group held 866 shares of iShares Gold Trust worth $65.4K as of Q2 2026.
  • Newbridge Financial Services Group sold 74 iShares Gold Trust shares in Q2 2026, an estimated $6.28K.
  • iShares Gold Trust made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #421 holding.
  • Newbridge Financial Services Group first reported a position in iShares Gold Trust in Q3 2020 and has held it in 22 quarters since.
  • Newbridge Financial Services Group's iShares Gold Trust position peaked at $82.9K in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.