SageView Advisory Group’s iShares Gold Trust IAU Stock Holding History

SageView Advisory 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	$501K	Hold	6,635	–	–	0.02%	363
2026 Q1	$585K	Sell	6,635 -880	-12%	-$80.7K	0.02%	322
2025 Q4	$610K	Sell	7,515 -155	-2%	-$12.1K	0.02%	325
2025 Q3	$558K	Buy	7,670 +136	+2%	+$8.87K	0.02%	366
2025 Q2	$471K	Sell	7,534 -634	-8%	-$39.3K	0.02%	385
2025 Q1	$482K	Buy	8,168 +3,719	+84%	+$201K	0.02%	355
2024 Q4	$220K	Sell	4,449 -224	-5%	-$11.3K	0.01%	547
2024 Q3	$232K	Sell	4,673 -224	-5%	-$10.5K	0.01%	463
2024 Q2	$215K	Buy	+4,897	New	+$216K	0.01%	521
2023 Q4	–	Sell	-5,898	Closed	-$206K	–	689
2023 Q3	$206K	Sell	5,898 -1,248	-17%	-$45.5K	0.01%	500
2023 Q2	$260K	Buy	+7,146	New	+$268K	0.01%	476

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

SageView Advisory Group's IAU Position: Q2 2026 in Review

SageView Advisory Group held its iShares Gold Trust (IAU) position steady in Q2 2026 at 6,635 shares worth $501K. The position accounts for 0.02% of the portfolio, ranked #363.

SageView Advisory Group first reported a position in IAU in Q2 2023 and has held it in 11 quarters since. The position peaked at $610K in Q4 2025. 1,912 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

SageView Advisory Group held 6,635 shares of iShares Gold Trust worth $501K as of Q2 2026.
SageView Advisory Group left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #363 holding.
SageView Advisory Group first reported a position in iShares Gold Trust in Q2 2023 and has held it in 11 quarters since.
SageView Advisory Group's iShares Gold Trust position peaked at $610K in Q4 2025.
1,912 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.