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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

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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. 412 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.
  • 412 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.