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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Sage Mountain Advisors's IAU Position: Q1 2026 in Review

Sage Mountain Advisors held its iShares Gold Trust (IAU) position steady in Q1 2026 at 32,753 shares worth $2.89M. The position accounts for 0.2% of the portfolio, ranked #53.

Sage Mountain Advisors first reported a position in IAU in Q2 2024 and has held it in 8 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Sage Mountain Advisors held 32,753 shares of iShares Gold Trust worth $2.89M as of Q1 2026.
  • Sage Mountain Advisors left its iShares Gold Trust share count unchanged in Q1 2026.
  • iShares Gold Trust made up 0.2% of Sage Mountain Advisors's portfolio in Q1 2026, its #53 holding.
  • Sage Mountain Advisors first reported a position in iShares Gold Trust in Q2 2024 and has held it in 8 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.