Sage View Advisory Group, LLC Ishares Gold Trust Transaction History

Sage View Advisory Group, LLC

$2.35 Trillion
Q1 2025

A detailed history of Sage View Advisory Group, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 8,168 shares of IAU stock, worth $512,705. This represents 0.02% of its overall portfolio holdings.

Number of Shares

8,168

Previous 4,449 83.59%

Holding current value

$512,705

Previous $220 Million 118.63%

% of portfolio

0.02%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	BUY	$49.74 - $58.96 $184,983 - $219,272	3,719 Added 83.59%	8,168 $482 Million
Q4 2024 Feb 13, 2025	SELL	$48.37 - $52.65 $10,834 - $11,793	-224 Reduced 4.79%	4,449 $220 Million
Q3 2024 Nov 14, 2024	SELL	$44.06 - $50.5 $9,869 - $11,312	-224 Reduced 4.57%	4,673 $232 Million
Q2 2024 Aug 14, 2024	BUY	$42.46 - $45.89 $207,926 - $224,723	4,897 New	4,897 $215 Million
Q3 2023 Nov 02, 2023	SELL	$34.99 - $37.48 $43,667 - $46,775	-1,248 Reduced 17.46%	5,898 $206 Million
Q2 2023 Aug 11, 2023	BUY	$36.15 - $38.86 $258,327 - $277,693	7,146 New	7,146 $260 Million

Others Institutions Holding IAU

# of Institutions

1,698

Shares Held

411M

Call Options Held

3.07M

Put Options Held

7.07M

View Full List

About ISHARES GOLD TRUST

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

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Sage View Advisory Group, LLC Ishares Gold Trust Transaction History