Sage Private Wealth Group, LLC Ishares Gold Trust Transaction History
Sage Private Wealth Group, LLC
- $132 Million
- Q1 2025
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
Others Institutions Holding IAU
# of Institutions
1,698Shares Held
411MCall Options Held
3.07MPut Options Held
7.07M-
Bank Of America Corp Charlotte, NC31.3MShares$1.97 Billion0.15% of portfolio
-
Morgan Stanley New York, NY23.8MShares$1.49 Billion0.1% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.17.9MShares$1.13 Billion0.77% of portfolio
-
Envestnet Asset Management Inc17.6MShares$1.1 Billion0.35% of portfolio
-
Personal Capital Advisors Corp13.6MShares$855 Million2.29% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $53.2B