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Sage Investment Advisers LLC: IAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sage Investment Advisers LLC on IAU, newest first. How the timeline and the estimate are built.

Sage Investment Advisers LLC held 94,734 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,734 shares
    Change vs previous 13F +14,029 shares

    4.81% of the 13F portfolio, value $7,153,364.

    13F-HR 0001951757-26-000945 filed by Sage Investment Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 80,705 shares
    Change vs previous 13F +2,875 shares

    5.36% of the 13F portfolio, value $7,237,624.

    13F-HR 0001951757-26-000582 filed by Sage Investment Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 77,830 shares
    Change vs previous 13F -14,250 shares

    4.74% of the 13F portfolio, value $6,317,461.

    13F-HR 0001951757-26-000403 filed by Sage Investment Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 92,080 shares
    Change vs previous 13F not available

    4.79% of the 13F portfolio, value $4,576,376.

    13F-HR 0001951757-24-001163 filed by Sage Investment Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).