SAGE PRIVATE WEALTH GROUP, LLC IAU Holdings History
SAGE PRIVATE WEALTH GROUP, LLC's iShares Gold Trust Holding Summary
As of 2025-03-31, SAGE PRIVATE WEALTH GROUP, LLC held 136,782.00 shares of iShares Gold Trust(IAU), totaling $8.06 Mil. This investment constitutes 6.11% of their stock portfolio, and SAGE PRIVATE WEALTH GROUP, LLC now holds 0.02% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2024Q4. And since then SAGE PRIVATE WEALTH GROUP, LLC has made 2 purchases of IAU, at an average price of $50.79, for a total of 136,782.00 shares. Based on historical transaction data and IAU's current price of $62.51, SAGE PRIVATE WEALTH GROUP, LLC's estimated gain on his IAU holdings is $1.60 Mil, reflecting a 23.06% gain to date.
SAGE PRIVATE WEALTH GROUP, LLC IAU ($62.51) Holding Chart
SAGE PRIVATE WEALTH GROUP, LLC IAU ($62.51) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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