Connective Portfolio Management’s iShares Gold Trust IAU Stock Holding History

Connective Portfolio Management’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
2026 Q2	$3.55M	Hold	47,029	–	–	5.91%	4
2026 Q1	$4.15M	Sell	47,029 -15,000	-24%	-$1.38M	11.23%	1
2025 Q4	$5.03M	Hold	62,029	–	–	9.07%	1
2025 Q3	$4.5M	Hold	62,029	–	–	7.95%	1
2025 Q2	$3.89M	Buy	62,029 +14,000	+29%	+$868K	8.32%	1
2025 Q1	$2.83M	Buy	48,029 +16,000	+50%	+$866K	9.56%	1
2024 Q4	$1.59M	Hold	32,029	–	–	2.36%	15
2024 Q3	$1.61M	Hold	32,029	–	–	2.84%	12
2024 Q2	$1.41M	Hold	32,029	–	–	2.29%	17
2024 Q1	$1.35M	Sell	32,029 -35,000	-52%	-$1.37M	2.37%	15
2023 Q4	$2.62M	Buy	67,029 +35,000	+109%	+$1.31M	5.33%	4
2023 Q3	$1.12M	Hold	32,029	–	–	3.41%	9
2023 Q2	$1.17M	Sell	32,029 -1,123	-3%	-$42.1K	2.89%	7
2023 Q1	$1.24M	Hold	33,152	–	–	3.93%	8
2022 Q4	$1.15M	Hold	33,152	–	–	2.45%	15
2022 Q3	$1.04M	Sell	33,152 -33,152	-50%	-$1.09M	3.33%	11
2022 Q2	$2.27M	Buy	66,304 +33,152	+100%	+$1.18M	3.9%	5
2022 Q1	$1.22M	Hold	33,152	–	–	2.61%	16
2021 Q4	$1.15M	Buy	+33,152	New	+$1.13M	2.03%	18

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Connective Portfolio Management's IAU Position: Q2 2026 in Review

Connective Portfolio Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 47,029 shares worth $3.55M. The position accounts for 5.91% of the portfolio, ranked #4.

Connective Portfolio Management first reported a position in IAU in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.03M in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Connective Portfolio Management held 47,029 shares of iShares Gold Trust worth $3.55M as of Q2 2026.
Connective Portfolio Management left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 5.91% of Connective Portfolio Management's portfolio in Q2 2026, its #4 holding.
Connective Portfolio Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 19 quarters since.
Connective Portfolio Management's iShares Gold Trust position peaked at $5.03M in Q4 2025.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Connective Portfolio Management's 13F filing for Q2 2026, filed 7 Jul 2026.