TBWA
Three Bridge Wealth Advisors’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
196,444
-1,270
| -0.6% | -$79.2K | 3.23% | 9 |
|
|
2025
Q1 | $11.7M | Buy |
197,714
+190
| +0.1% | +$11.2K | 4.06% | 7 |
|
|
2024
Q4 | $9.78M | Buy |
197,524
+800
| +0.4% | +$39.6K | 3.42% | 8 |
|
|
2024
Q3 | $9.78M | Buy |
196,724
+2,350
| +1% | +$117K | 3.61% | 6 |
|
|
2024
Q2 | $8.54M | Buy |
194,374
+11,495
| +6% | +$505K | 3.38% | 6 |
|
|
2024
Q1 | $7.68M | Buy |
182,879
+3,240
| +2% | +$136K | 3.03% | 7 |
|
|
2023
Q4 | $7.01M | Buy |
179,639
+7,173
| +4% | +$280K | 2.42% | 8 |
|
|
2023
Q3 | $6.03M | Sell |
172,466
-557
| -0.3% | -$19.5K | 2.5% | 8 |
|
|
2023
Q2 | $6.3M | Buy |
173,023
+9,475
| +6% | +$345K | 2.67% | 11 |
|
|
2023
Q1 | $6.11M | Buy |
163,548
+9,414
| +6% | +$352K | 2.83% | 10 |
|
|
2022
Q4 | $5.33M | Buy |
154,134
+35,047
| +29% | +$1.21M | 2.86% | 11 |
|
|
2022
Q3 | $3.76M | Buy |
119,087
+5,100
| +4% | +$161K | 1.91% | 11 |
|
|
2022
Q2 | $3.91M | Sell |
113,987
-586
| -0.5% | -$20.1K | 1.92% | 11 |
|
|
2022
Q1 | $4.22M | Buy |
+114,573
| New | +$4.22M | 1.18% | 12 |
|