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Sage Private Wealth Group’s iShares Gold Trust IAU Stock Holding History

Sage Private Wealth Group’s Portfolio IAU Stock Details IAU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$10.7M Buy
171,284
+34,502
+25% +$2.15M 6.84% 7
2025
Q1 		$8.06M Buy
136,782
+19,402
+17% +$1.14M 6.11% 6
2024
Q4 		$5.81M Buy
+117,380
New +$5.81M 4.36% 6