SEC 13F Intelligence

Custom Portfolio Group LLC / IAU

Custom Portfolio Group LLC’s Ishares Gold Tr Position

Does Custom Portfolio Group LLC own Ishares Gold Tr (IAU)? Yes135.5K shares worth $6M (+4.57% of its 13F portfolio) as of Q2 2024.

Position Value
$6M
Q2 2024
Shares
135.5K
% of Portfolio
+4.57%
Quarters Held
1
currently held

Position History IAU

Reported value by quarter
Q2 ’24: $6MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2024135.5K$6M+4.57%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Custom Portfolio Group LLC’s full portfolio or all institutional holders of IAU.