Number of Shares
62,029.00
Current Holdings Value*
$3.89 Mil
% of Portfolio
8.32%
Total Estimate Gain
$1.12 Mil
% of Total Estimate Gain
20.92%

Connective Portfolio Management, LLC's iShares Gold Trust Holding Summary

As of 2025-06-30, Connective Portfolio Management, LLC held 62,029.00 shares of iShares Gold Trust(IAU), totaling $3.89 Mil. This investment constitutes 8.32% of their stock portfolio, and Connective Portfolio Management, LLC now holds 0.01% of the outstanding iShares Gold Trust(IAU) stock.

The initial trade took place in 2021Q4. And since then Connective Portfolio Management, LLC has made 4 purchases of IAU, at an average price of $40.79, for a total of 131,304.00 shares. In addition, there have been 3 sales at an average price of $36.10 for 69,275.00 shares. Based on historical transaction data and IAU's current price of $64.08, Connective Portfolio Management, LLC's estimated gain on his IAU holdings is $1.12 Mil, reflecting a 20.92% gain to date.

Connective Portfolio Management, LLC IAU ($64.08) Holding Chart

Connective Portfolio Management, LLC IAU ($64.08) 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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