Three Bridge Wealth Advisors, LLC IAU Holdings History
Three Bridge Wealth Advisors, LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, Three Bridge Wealth Advisors, LLC held 197,714.00 shares of iShares Gold Trust(IAU), totaling $11.66 Mil. This investment constitutes 4.06% of their stock portfolio, and Three Bridge Wealth Advisors, LLC now holds 0.03% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2022Q1. And since then Three Bridge Wealth Advisors, LLC has made 10 purchases of IAU, at an average price of $36.05, for a total of 198,857.00 shares. In addition, there have been 1 sales at an average price of $36.03 for 1,143.00 shares. Based on historical transaction data and IAU's current price of $63.13, Three Bridge Wealth Advisors, LLC's estimated gain on his IAU holdings is $5.35 Mil, reflecting a 74.69% gain to date.
Three Bridge Wealth Advisors, LLC IAU ($63.13) Holding Chart
Three Bridge Wealth Advisors, LLC IAU ($63.13) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
