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

Newbridge Financial Services Group’s Portfolio IAUM Stock Details IAUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-459
Closed -$10.6K – 848
2024
Q2 		$10.6K Hold
459
– – ﹤0.01% 700
2024
Q1 		$10.2K Hold
459
– – ﹤0.01% 767
2023
Q4 		$9.46K Hold
459
– – ﹤0.01% 750
2023
Q3 		$8.47K Hold
459
– – ﹤0.01% 854
2023
Q2 		$8.8K Buy
+459
New +$9.07K ﹤0.01% 910

Other funds holding IAUM

APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
SERBOO
School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Teacher Retirement System of Texas
Teacher Retirement System of Texas Austin, Texas $24B AUM 29.51% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return

Newbridge Financial Services Group's IAUM Position: Q3 2024 in Review

Newbridge Financial Services Group sold out of iShares Gold Trust Micro (IAUM) in Q3 2024, closing a stake of 459 shares — an estimated $10.6K sold.

Newbridge Financial Services Group first reported a position in IAUM in Q2 2023 and held it in 5 quarters. The position peaked at $10.6K in Q2 2024. 76 funds tracked by Wall St. Rank hold IAUM as of Q3 2024.

  • Newbridge Financial Services Group reported no remaining iShares Gold Trust Micro position as of Q3 2024 after selling out during the quarter.
  • Newbridge Financial Services Group sold 459 iShares Gold Trust Micro shares in Q3 2024, an estimated $10.6K.
  • Newbridge Financial Services Group first reported a position in iShares Gold Trust Micro in Q2 2023 and held it in 5 quarters.
  • Newbridge Financial Services Group's iShares Gold Trust Micro position peaked at $10.6K in Q2 2024.
  • 76 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q3 2024.

Based on Newbridge Financial Services Group's 13F filing for Q3 2024, filed 12 Nov 2024.