Three Bridge Wealth Advisors, LLC Ishares Gold Trust Transaction History

Three Bridge Wealth Advisors, LLC

  • $250 Million
  • Q2 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 194,374 shares of IAU stock, worth $9.19 Million. This represents 3.41% of its overall portfolio holdings.

Number of Shares
194,374
Previous 182,879 6.29%
Holding current value
$9.19 Million
Previous $7.68 Million 11.14%
% of portfolio
3.41%
Previous 3.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,258
Shares Held
375M
Call Options Held
5.19M
Put Options Held
28.3M
View Full List

About ISHARES GOLD TRUST

IAU Quotes by TradingView
  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $40.1B
More about IAU
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