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iShares Gold Trust shares owned by SageGuard Financial Group

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by SageGuard Financial Group from 13F filings

Historical chart of SageGuard Financial Group investment in iShares Gold Trust

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

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Quarterly reported holdings in iShares Gold Trust by SageGuard Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.8M 47k 81.17
2021-06-30 $1.5M 44k 33.71

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Top funds holding iShares Gold Trust

FMR
Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Wells Fargo & Company
UBS Group
Ameriprise Financial
BlackRock
WealthNavi
Alliancebernstein
Sumitomo Mitsui Trust Holdings
Northwestern Mutual Wealth Management Company
Branch Banking & Trust Company
Raymond James Financial
Empower Advisory Group

View all funds holding iShares Gold Trust