Three Bridge Wealth Advisors, LLC Ishares Gold Trust Transaction History

Three Bridge Wealth Advisors, LLC

$268 Million
Q3 2024

A detailed history of Three Bridge Wealth Advisors, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 196,724 shares of IAU stock, worth $9.74 Million. This represents 3.64% of its overall portfolio holdings.

Number of Shares

196,724

Previous 194,374 1.21%

Holding current value

$9.74 Million

Previous $8.54 Million 14.51%

% of portfolio

3.64%

Previous 3.41%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$44.06 - $50.5 $103,541 - $118,675	2,350 Added 1.21%	196,724 $9.78 Million
Q2 2024 Aug 14, 2024	BUY	$42.46 - $45.89 $488,077 - $527,505	11,495 Added 6.29%	194,374 $8.54 Million
Q1 2024 May 14, 2024	BUY	$37.66 - $42.01 $122,018 - $136,112	3,240 Added 1.8%	182,879 $7.68 Million
Q4 2023 Feb 08, 2024	BUY	$34.47 - $39.34 $247,253 - $282,185	7,173 Added 4.16%	179,639 $7.01 Million
Q3 2023 Nov 13, 2023	SELL	$34.99 - $37.48 $19,489 - $20,876	-557 Reduced 0.32%	172,466 $6.03 Million
Q2 2023 Jul 28, 2023	BUY	$36.15 - $38.86 $342,521 - $368,198	9,475 Added 5.79%	173,023 $6.3 Million
Q1 2023 May 11, 2023	BUY	$34.33 - $37.9 $323,182 - $356,790	9,414 Added 6.11%	163,548 $6.11 Million
Q4 2022 Feb 14, 2023	BUY	$30.88 - $34.6 $1.22 Million - $1.37 Million	39,561 Added 34.53%	154,134 $5.33 Million
Q3 2022 Nov 10, 2022	BUY	$30.82 - $34.3 $157,182 - $174,930	5,100 Added 4.47%	119,087 $3.76 Million
Q2 2022 Nov 10, 2022	BUY	$34.31 - $37.62 $3.91 Million - $4.29 Million	113,987 New	113,987 $3.91 Million
Q1 2022 Feb 14, 2023	SELL	$34.0 - $38.98 $153,476 - $175,955	-4,514 Reduced 3.79%	114,573 $4.22 Million

Others Institutions Holding IAU

# of Institutions

1,322

Shares Held

357M

Call Options Held

5.12M

Put Options Held

22.4M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $42B

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Three Bridge Wealth Advisors, LLC Ishares Gold Trust Transaction History