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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
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
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

Three Bridge Wealth Advisors's IAU Position: Q1 2026 in Review

Three Bridge Wealth Advisors reduced its iShares Gold Trust (IAU) stake by 6.9% in Q1 2026, selling an estimated $1.24M and leaving 184,324 shares worth $16.3M. The position accounts for 4.46% of the portfolio, ranked #7.

Three Bridge Wealth Advisors first reported a position in IAU in Q1 2022 and has held it in 17 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Three Bridge Wealth Advisors held 184,324 shares of iShares Gold Trust worth $16.3M as of Q1 2026.
  • Three Bridge Wealth Advisors sold 13,571 iShares Gold Trust shares in Q1 2026, an estimated $1.24M.
  • iShares Gold Trust made up 4.46% of Three Bridge Wealth Advisors's portfolio in Q1 2026, its #7 holding.
  • Three Bridge Wealth Advisors first reported a position in iShares Gold Trust in Q1 2022 and has held it in 17 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.