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iShares Gold Trust shares owned by Beacon Bridge Wealth Partners

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Beacon Bridge Wealth Partners from 13F filings

Historical chart of Beacon Bridge Wealth Partners investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Beacon Bridge Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Beacon Bridge Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 44k 72.77
2025-06-30 $2.6M 42k 62.36
2025-03-31 $2.5M 43k 58.96
2024-12-31 $2.3M 46k 49.51

More positions owned by Beacon Bridge Wealth Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Mbs Etf (MBB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Msci Emerg Mrkt (EEMV)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Schwab Strategic Tr Long Term Us (SCHQ)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Beacon Bridge Wealth Partners

Top funds holding iShares Gold Trust

Morgan Stanley
FMR
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LPL Financial
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Twin Tree Management
Sumitomo Mitsui Trust Holdings
WealthNavi
Alliancebernstein
Ameriprise Financial
Empower Advisory Group
Branch Banking & Trust Company
BlackRock

View all funds holding iShares Gold Trust