Sage Mountain Advisors’s iShares Gold Trust IAU Stock Holding History

Sage Mountain Advisors’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	$2.51M	Buy	33,303 +550	+2%	+$46.7K	0.15%	61
2026 Q1	$2.89M	Hold	32,753	–	–	0.2%	53
2025 Q4	$2.66M	Sell	32,753 -264	-0.8%	-$20.6K	0.14%	76
2025 Q3	$2.4M	Buy	33,017 +334	+1%	+$21.8K	0.14%	81
2025 Q2	$2.04M	Hold	32,683	–	–	0.13%	79
2025 Q1	$1.93M	Hold	32,683	–	–	0.14%	76
2024 Q4	$1.62M	Hold	32,683	–	–	0.12%	82
2024 Q3	$1.62M	Sell	32,683 -3,103	-9%	-$145K	0.14%	76
2024 Q2	$1.57M	Buy	+35,786	New	+$1.58M	0.15%	71

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Sage Mountain Advisors's IAU Position: Q2 2026 in Review

Sage Mountain Advisors increased its iShares Gold Trust (IAU) stake by 1.7% in Q2 2026, buying an estimated $46.7K and bringing the position to 33,303 shares worth $2.51M. The position accounts for 0.15% of the portfolio, ranked #61.

Sage Mountain Advisors first reported a position in IAU in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.89M in Q1 2026. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Sage Mountain Advisors held 33,303 shares of iShares Gold Trust worth $2.51M as of Q2 2026.
Sage Mountain Advisors bought 550 iShares Gold Trust shares in Q2 2026, an estimated $46.7K.
iShares Gold Trust made up 0.15% of Sage Mountain Advisors's portfolio in Q2 2026, its #61 holding.
Sage Mountain Advisors first reported a position in iShares Gold Trust in Q2 2024 and has held it in 9 quarters since.
Sage Mountain Advisors's iShares Gold Trust position peaked at $2.89M in Q1 2026.
1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.