Three Bridge Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Three Bridge Wealth Advisors’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	$13.8M	Sell	183,087 -1,237	-0.7%	-$105K	3.46%	10
2026 Q1	$16.3M	Sell	184,324 -13,571	-7%	-$1.24M	4.46%	7
2025 Q4	$16.1M	Sell	197,895 -779	-0.4%	-$60.9K	4.24%	8
2025 Q3	$14.5M	Buy	198,674 +2,230	+1%	+$145K	3.73%	9
2025 Q2	$12.3M	Sell	196,444 -1,270	-0.6%	-$78.7K	3.23%	9
2025 Q1	$11.7M	Buy	197,714 +190	+0.1%	+$10.3K	4.06%	7
2024 Q4	$9.78M	Buy	197,524 +800	+0.4%	+$40.2K	3.42%	8
2024 Q3	$9.78M	Buy	196,724 +2,350	+1%	+$110K	3.61%	6
2024 Q2	$8.54M	Buy	194,374 +11,495	+6%	+$508K	3.38%	6
2024 Q1	$7.68M	Buy	182,879 +3,240	+2%	+$127K	3.03%	7
2023 Q4	$7.01M	Buy	179,639 +7,173	+4%	+$268K	2.42%	8
2023 Q3	$6.03M	Sell	172,466 -557	-0.3%	-$20.3K	2.5%	8
2023 Q2	$6.3M	Buy	173,023 +9,475	+6%	+$355K	2.67%	11
2023 Q1	$6.11M	Buy	163,548 +9,414	+6%	+$338K	2.83%	10
2022 Q4	$5.33M	Buy	154,134 +35,047	+29%	+$1.15M	2.86%	11
2022 Q3	$3.75M	Buy	119,087 +5,100	+4%	+$167K	1.91%	11
2022 Q2	$3.91M	Sell	113,987 -586	-0.5%	-$20.8K	1.92%	11
2022 Q1	$4.22M	Buy	+114,573	New	+$4.09M	1.18%	12

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

Three Bridge Wealth Advisors's IAU Position: Q2 2026 in Review

Three Bridge Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 0.67% in Q2 2026, selling an estimated $105K and leaving 183,087 shares worth $13.8M. The position accounts for 3.46% of the portfolio, ranked #10.

Three Bridge Wealth Advisors first reported a position in IAU in Q1 2022 and has held it in 18 quarters since. The position peaked at $16.3M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Three Bridge Wealth Advisors held 183,087 shares of iShares Gold Trust worth $13.8M as of Q2 2026.
Three Bridge Wealth Advisors sold 1,237 iShares Gold Trust shares in Q2 2026, an estimated $105K.
iShares Gold Trust made up 3.46% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Three Bridge Wealth Advisors first reported a position in iShares Gold Trust in Q1 2022 and has held it in 18 quarters since.
Three Bridge Wealth Advisors's iShares Gold Trust position peaked at $16.3M in Q1 2026.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.