SageGuard Financial Group’s iShares Gold Trust IAU Stock Holding History

SageGuard Financial Group’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	$7.05M	Buy	93,314 +14,114	+18%	+$1.2M	0.99%	31
2026 Q1	$6.98M	Buy	79,200 +32,418	+69%	+$2.97M	1.08%	27
2025 Q4	$3.8M	Buy	+46,782	New	+$3.66M	0.6%	39
2021 Q3	–	Sell	-43,757	Closed	-$1.48M	–	69
2021 Q2	$1.48M	Buy	43,757 +5,183	+13%	+$179K	0.67%	40
2021 Q1	$1.26M	Buy	38,574 +7,662	+25%	+$262K	0.59%	46
2020 Q4	$1.12M	Buy	+30,912	New	+$1.11M	0.54%	51

Other funds holding IAU

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

SageGuard Financial Group's IAU Position: Q2 2026 in Review

SageGuard Financial Group increased its iShares Gold Trust (IAU) stake by 18% in Q2 2026, buying an estimated $1.2M and bringing the position to 93,314 shares worth $7.05M. The position accounts for 0.99% of the portfolio, ranked #31.

SageGuard Financial Group first reported a position in IAU in Q4 2020 and has held it in 6 quarters since. 1,290 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

SageGuard Financial Group held 93,314 shares of iShares Gold Trust worth $7.05M as of Q2 2026.
SageGuard Financial Group bought 14,114 iShares Gold Trust shares in Q2 2026, an estimated $1.2M.
iShares Gold Trust made up 0.99% of SageGuard Financial Group's portfolio in Q2 2026, its #31 holding.
SageGuard Financial Group first reported a position in iShares Gold Trust in Q4 2020 and has held it in 6 quarters since.
1,290 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.