Bridgewealth Advisory Group, LLC Ishares Gold Trust Transaction History

Bridgewealth Advisory Group, LLC

$354 Billion
Q4 2024

A detailed history of Bridgewealth Advisory Group, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 33,079 shares of IAU stock, worth $1.8 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

33,079

Previous 24,713 33.85%

Holding current value

$1.8 Million

Previous $1.23 Billion 48.88%

% of portfolio

0.52%

Previous 0.45%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$48.37 - $52.65 $404,663 - $440,469	8,366 Added 33.85%	33,079 $1.83 Billion
Q3 2024 Nov 13, 2024	BUY	$44.06 - $50.5 $14,936 - $17,119	339 Added 1.39%	24,713 $1.23 Billion
Q2 2024 Aug 13, 2024	BUY	$42.46 - $45.89 $69,209 - $74,800	1,630 Added 7.17%	24,374 $1.07 Billion
Q1 2024 Apr 18, 2024	SELL	$37.66 - $42.01 $376,035 - $419,469	-9,985 Reduced 30.51%	22,744 $955 Million
Q4 2023 Feb 05, 2024	BUY	$34.47 - $39.34 $18,510 - $21,125	537 Added 1.67%	32,729 $1.28 Billion
Q3 2023 Nov 09, 2023	SELL	$34.99 - $37.48 $40,588 - $43,476	-1,160 Reduced 3.48%	32,192 $1.13 Billion
Q2 2023 Aug 14, 2023	BUY	$36.15 - $38.86 $32,209 - $34,624	891 Added 2.74%	33,352 $1.21 Billion
Q1 2023 May 15, 2023	BUY	$34.33 - $37.9 $83,421 - $92,097	2,430 Added 8.09%	32,461 $1.21 Billion
Q4 2022 Feb 24, 2023	BUY	$30.88 - $34.6 $927,357 - $1.04 Million	30,031 New	30,031 $1.04 Billion

Others Institutions Holding IAU

# of Institutions

1,493

Shares Held

379M

Call Options Held

5.75M

Put Options Held

23M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $46.2B

More about IAU

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Bridgewealth Advisory Group, LLC Ishares Gold Trust Transaction History