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WealthBridge Capital Management’s iShares Gold Trust IAU Stock Holding History

WealthBridge Capital Management’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 		$2.06M Sell
23,390
-1,723
-7% -$158K 0.48% 45
2025
Q4 		$2.04M Buy
25,113
+230
+0.9% +$18K 0.46% 47
2025
Q3 		$1.81M Buy
24,883
+416
+2% +$27.1K 0.42% 49
2025
Q2 		$1.53M Hold
24,467
– – 0.39% 55
2025
Q1 		$1.44M Buy
24,467
+185
+0.8% +$10K 0.41% 55
2024
Q4 		$1.2M Buy
24,282
+177
+0.7% +$8.89K 0.33% 61
2024
Q3 		$1.2M Sell
24,105
-180
-0.7% -$8.43K 0.34% 60
2024
Q2 		$1.07M Buy
24,285
+287
+1% +$12.7K 0.35% 57
2024
Q1 		$1.01M Buy
23,998
+450
+2% +$17.6K 0.34% 60
2023
Q4 		$919K Buy
23,548
+480
+2% +$18K 0.34% 58
2023
Q3 		$807K Buy
23,068
+563
+3% +$20.5K 0.33% 62
2023
Q2 		$819K Sell
22,505
-780
-3% -$29.2K 0.33% 63
2023
Q1 		$870K Hold
23,285
– – 0.35% 62
2022
Q4 		$805K Buy
23,285
+273
+1% +$8.96K 0.34% 66
2022
Q3 		$790K Hold
23,012
– – 0.34% 65
2022
Q2 		$790K Buy
23,012
+800
+4% +$28.5K 0.34% 65
2022
Q1 		$818K Sell
22,212
-132
-0.6% -$4.72K 0.31% 75
2021
Q4 		$778K Hold
22,344
– – 0.29% 74
2021
Q3 		$747K Hold
22,344
– – 0.28% 74
2021
Q2 		$753K Sell
22,344
-1
-0% -$35 0.27% 82
2021
Q1 		$727K Hold
22,345
– – 0.3% 75
2020
Q4 		$810K Buy
22,345
+1,150
+5% +$41.2K 0.35% 60
2020
Q3 		$763K Buy
21,195
+882
+4% +$32.2K 0.39% 55
2020
Q2 		$690K Buy
20,313
+900
+5% +$29.5K 0.39% 54
2020
Q1 		$585K Buy
19,413
+3,800
+24% +$115K 0.41% 56
2019
Q4 		$453K Buy
15,613
+948
+6% +$26.9K 0.29% 73
2019
Q3 		$414K Buy
14,665
+500
+4% +$14.1K 0.3% 73
2019
Q2 		$348K Sell
14,165
-150
-1% -$3.76K 0.32% 71
2019
Q1 		$352K Buy
14,315
+150
+1% +$3.75K 0.22% 75
2018
Q4 		$348K Buy
+14,165
New +$333K 0.26% 71

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

WealthBridge Capital Management's IAU Position: Q1 2026 in Review

WealthBridge Capital Management reduced its iShares Gold Trust (IAU) stake by 6.9% in Q1 2026, selling an estimated $158K and leaving 23,390 shares worth $2.06M. The position accounts for 0.48% of the portfolio, ranked #45.

WealthBridge Capital Management first reported a position in IAU in Q4 2018 and has held it in 30 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • WealthBridge Capital Management held 23,390 shares of iShares Gold Trust worth $2.06M as of Q1 2026.
  • WealthBridge Capital Management sold 1,723 iShares Gold Trust shares in Q1 2026, an estimated $158K.
  • iShares Gold Trust made up 0.48% of WealthBridge Capital Management's portfolio in Q1 2026, its #45 holding.
  • WealthBridge Capital Management first reported a position in iShares Gold Trust in Q4 2018 and has held it in 30 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.