Back to IAU
SAGE PRIVATE WEALTH GROUP, LLC → IAU
SAGE PRIVATE WEALTH GROUP, LLC IAU Position History
iShares Gold Trust • Financial Services
Quarters held
5
Latest value
$16.5M
Q3 2026
Peak value
$16.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13.3M |
| Q4 2025 | $15.1M |
| Q1 2026 | $16.5M |
| Q2 2026 | $15.5M |
| Q3 2026 | $16.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16.5M | 210.8K | — | — |
| Q2 2026 | $15.5M | 204.9K | — | — |
| Q1 2026 | $16.5M | 187.0K | — | — |
| Q4 2025 | $15.1M | 186.3K | — | — |
| Q3 2025 | $13.3M | 182.3K | — | — |
Other funds holding IAU
$17.2B
$15.1B
$11.1B
$10.7B
$10.3B
$9.9B
Other SAGE PRIVATE WEALTH GROUP, LLC positions
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FPF
$22.6MFIRST TR EXCHANGE TRADED FD
FPF
$21.9MFirst Trust - American Industrial Renaissance ETF
COF-PN
$20.2MCapital Group Dividend Value ETF
FPF
$19.5MFIRST TR EXCHANGE TRADED FD
BTCW
$19.5MWisdomTree