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iShares Gold Trust shares owned by Sage Private Wealth Group

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Sage Private Wealth Group from 13F filings

Historical chart of Sage Private Wealth Group investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Sage Private Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Sage Private Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 182k 72.77
2025-06-30 $11M 171k 62.36
2025-03-31 $8.1M 137k 58.96
2024-12-31 $5.8M 117k 49.51

More positions owned by Sage Private Wealth Group

WisdomTree Us Qtly Div Grt (DGRW)
First Trust - American Industrial Renaissance Rba Indl Etf (AIRR)
Fundstrat Granny Shots Us Large Cap Fundstrat Granny (GRNY)
iShares Gold Trust Ishares New (IAU)
Imgp Dbi Managed Futures Strategy Imgp Db Imanaged (DBMF)
Spdr Gold Minishares Trust Of Beneficial Interest Spdr Gld Minis (GLDM)
First Trust Developed Markets Ex-us Alphadex Fund Dev Mrk Ex Us (FDT)
Vaneck Uranium And Nuclear Uranium And Nucl (NLR)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Xtrackers Msci Eafe Hedged Equity Etf Xtrack Msci Eafe (DBEF)
Global X MLP & Energy Infrastructure Glb X Mlp Enrg I (MLPX)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)

View all positions for Sage Private Wealth Group

Top funds holding iShares Gold Trust

Morgan Stanley
FMR
Envestnet Asset Management
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