Sage Investment Advisers’s iShares Gold Trust IAU Stock Holding History

Sage Investment Advisers’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.15M	Buy	94,734 +14,029	+17%	+$1.19M	4.81%	2
2026 Q1	$7.24M	Buy	80,705 +2,875	+4%	+$264K	5.36%	2
2025 Q4	$6.32M	Buy	+77,830	New	+$6.09M	4.74%	2
2024 Q3	$4.58M	Sell	92,080 -1,700	-2%	-$79.6K	4.79%	3
2024 Q2	$4.12M	Sell	93,780 -250	-0.3%	-$11K	4.66%	3
2024 Q1	$3.95M	Sell	94,030 -2,700	-3%	-$106K	4.53%	3
2023 Q4	$3.78M	Hold	96,730	–	–	4.58%	4
2023 Q3	$3.38M	Buy	96,730 +1,350	+1%	+$49.3K	4.64%	4
2023 Q2	$3.47M	Buy	95,380 +1,400	+1%	+$52.5K	4.64%	4
2023 Q1	$3.51M	Buy	93,980 +2,400	+3%	+$86.1K	4.69%	4
2022 Q4	$3.17M	Buy	91,580 +1,400	+2%	+$46K	4.52%	4
2022 Q3	$2.84M	Buy	90,180 +2,000	+2%	+$65.5K	4.49%	4
2022 Q2	$3.02M	Sell	88,180 -1,500	-2%	-$53.4K	4.74%	4
2022 Q1	$3.3M	Buy	89,680 +7,000	+8%	+$250K	4.38%	4
2021 Q4	$2.88M	Buy	+82,680	New	+$2.83M	3.7%	5

Other funds holding IAU

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

TFCP

Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Sage Investment Advisers's IAU Position: Q2 2026 in Review

Sage Investment Advisers increased its iShares Gold Trust (IAU) stake by 17% in Q2 2026, buying an estimated $1.19M and bringing the position to 94,734 shares worth $7.15M. The position accounts for 4.81% of the portfolio, ranked #2.

Sage Investment Advisers first reported a position in IAU in Q4 2021 and has held it in 15 quarters since. The position peaked at $7.24M in Q1 2026. 962 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Sage Investment Advisers held 94,734 shares of iShares Gold Trust worth $7.15M as of Q2 2026.
Sage Investment Advisers bought 14,029 iShares Gold Trust shares in Q2 2026, an estimated $1.19M.
iShares Gold Trust made up 4.81% of Sage Investment Advisers's portfolio in Q2 2026, its #2 holding.
Sage Investment Advisers first reported a position in iShares Gold Trust in Q4 2021 and has held it in 15 quarters since.
Sage Investment Advisers's iShares Gold Trust position peaked at $7.24M in Q1 2026.
962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.