SAG
SageView Advisory Group’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Sell |
7,534
-634
| -8% | -$39.6K | 0.02% | 385 |
|
|
2025
Q1 | $482K | Buy |
8,168
+3,719
| +84% | +$219K | 0.02% | 355 |
|
|
2024
Q4 | $220K | Sell |
4,449
-224
| -5% | -$11.1K | 0.01% | 547 |
|
|
2024
Q3 | $232K | Sell |
4,673
-224
| -5% | -$11.1K | 0.01% | 463 |
|
|
2024
Q2 | $215K | Buy |
+4,897
| New | +$215K | 0.01% | 521 |
|
|
2023
Q4 | – | Sell |
-5,898
| Closed | -$206K | – | 689 |
|
|
2023
Q3 | $206K | Sell |
5,898
-1,248
| -17% | -$43.7K | 0.01% | 500 |
|
|
2023
Q2 | $260K | Buy |
+7,146
| New | +$260K | 0.01% | 476 |
|