A detailed history of Sage Private Wealth Group, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 136,782 shares of IAU stock, worth $8.59 Million. This represents 6.11% of its overall portfolio holdings.

Number of Shares
136,782
Previous 117,380 16.53%
Holding current value
$8.59 Million
Previous $5.81 Million 38.77%
% of portfolio
6.11%
Previous 4.37%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025

BUY
$49.74 - $58.96 $965,055 - $1.14 Million
19,402 Added 16.53%
136,782 $8.06 Million
Q4 2024

Jan 29, 2025

BUY
$48.37 - $52.65 $5.68 Million - $6.18 Million
117,380 New
117,380 $5.81 Million

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $53.2B
More about IAU
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