Bradley & Co. Private Wealth Management, LLC / IAU*
Bradley & Co. Private Wealth Management, LLC’s Ishares Gold Tr Position
Does Bradley & Co. Private Wealth Management, LLC own Ishares Gold Tr (IAU*)? Yes — 26.3K shares worth $2M (+1.22% of its 13F portfolio) as of Q1 2026, up from 24.0K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
26.3K
% of Portfolio
+1.22%
Quarters Held
19
currently held
Position History IAU*
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 26.3K | $2M | +1.22% |
| Q4 2025 | 24.0K | $2M | +1.03% |
| Q3 2025 | 24.9K | $2M | +1.00% |
| Q2 2025 | 23.0K | $1M | +0.88% |
| Q1 2025 | 23.0K | $1M | +0.93% |
| Q4 2024 | 19.9K | $984,160 | +0.61% |
| Q2 2024 | 19.9K | $873,241 | +0.65% |
| Q1 2024 | 19.9K | $835,075 | +0.68% |
| Q4 2023 | 19.9K | $777,946 | +0.72% |
| Q3 2023 | 19.9K | $695,531 | +0.73% |
| Q2 2023 | 19.9K | $723,360 | +0.72% |
| Q1 2023 | 19.9K | $742,841 | +0.81% |
| Q4 2022 | 19.9K | $687,580 | +0.84% |
| Q3 2022 | 19.9K | $627,000 | +0.75% |
| Q2 2022 | 19.9K | $682,000 | +0.75% |
| Q1 2022 | 19.9K | $732,000 | +0.63% |
| Q4 2021 | 19.9K | $692,000 | +0.55% |
| Q3 2021 | 19.9K | $664,000 | +0.57% |
| Q2 2021 | 19.9K | $670,000 | +0.58% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bradley & Co. Private Wealth Management, LLC’s full portfolio or all institutional holders of IAU*.