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 Q2	$471K	Sell
2025 Q1	$482K	Buy
2024 Q4	$220K	Sell
2024 Q3	$232K	Sell
2024 Q2	$215K	Buy
2023 Q4	–	Sell
2023 Q3	$206K	Sell
2023 Q2	$260K	Buy