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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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

SageView Advisory Group's IAU Position: Q4 2025 in Review

SageView Advisory Group reduced its iShares Gold Trust (IAU) stake by 2% in Q4 2025, selling an estimated $12.1K and leaving 7,515 shares worth $610K. The position accounts for 0.02% of the portfolio, ranked #325.

SageView Advisory Group first reported a position in IAU in Q2 2023 and has held it in 9 quarters since. 1,922 funds tracked by Wall St. Rank hold IAU as of Q4 2025.

  • SageView Advisory Group held 7,515 shares of iShares Gold Trust worth $610K as of Q4 2025.
  • SageView Advisory Group sold 155 iShares Gold Trust shares in Q4 2025, an estimated $12.1K.
  • iShares Gold Trust made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #325 holding.
  • SageView Advisory Group first reported a position in iShares Gold Trust in Q2 2023 and has held it in 9 quarters since.
  • 1,922 funds tracked by Wall St. Rank held iShares Gold Trust as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.