Sage Private Wealth Group, LLC Ishares Gold Trust Transaction History

Sage Private Wealth Group, LLC

  • $156 Million
  • Q2 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 171,284 shares of IAU stock, worth $13.3 Million. This represents 6.85% of its overall portfolio holdings.

Number of Shares
171,284
Previous 136,782 25.22%
Holding current value
$13.3 Million
Previous $8.06 Million 32.45%
% of portfolio
6.85%
Previous 6.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$56.1 - $64.74 $1.94 Million - $2.23 Million
34,502 Added 25.22%
171,284 $10.7 Million
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

# of Institutions
1,796
Shares Held
416M
Call Options Held
4.09M
Put Options Held
7.17M
View Full List

About ISHARES GOLD TRUST

IAU Quotes by TradingView
  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $65.6B
More about IAU
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