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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$14.5M Buy
2025
Q2
$12.3M Sell
2025
Q1
$11.7M Buy
2024
Q4
$9.78M Buy
2024
Q3
$9.78M Buy
2024
Q2
$8.54M Buy
2024
Q1
$7.68M Buy
2023
Q4
$7.01M Buy
2023
Q3
$6.03M Sell
2023
Q2
$6.3M Buy
2023
Q1
$6.11M Buy
2022
Q4
$5.33M Buy
2022
Q3
$3.75M Buy
2022
Q2
$3.91M Sell
2022
Q1
$4.22M Buy