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iShares Gold Trust shares owned by Bridgewealth Advisory Group

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Bridgewealth Advisory Group from 13F filings

Historical chart of Bridgewealth Advisory Group investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Bridgewealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $956k 23k 42.01
2023-12-31 $1.3M 33k 39.03
2023-09-30 $1.1M 32k 34.99
2023-06-30 $1.2M 33k 36.39
2023-03-31 $1.2M 33k 37.37
2022-12-31 $1.0M 30k 34.59

More positions owned by Bridgewealth Advisory Group

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
United Security Bancshares (UBFO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Vanguard Index Fds Mid Cap Etf (VO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Pimco Etf Tr Muni Income Opp (MINO)

View all positions for Bridgewealth Advisory Group

Top funds holding iShares Gold Trust

Bank of America Corporation
FMR
Morgan Stanley
Sumitomo Mitsui Trust Holdings
Charles Schwab Investment Advisory
Twin Tree Management
Empower Advisory Group
Wells Fargo & Company
Jpmorgan Chase & Co
Alliancebernstein
LPL Financial
Bank Of Montreal
Mizuho Corporate Bank
Ameriprise Financial
WealthNavi

View all funds holding iShares Gold Trust