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Custom Portfolio Group LLC

SEC CIK
0002034330
Latest filing
Aug 27, 2024

IAU holding history

iShares Gold Trust in every 13F filed by Custom Portfolio Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IAU overviewAll 13F holders of IAUFull Q2 2024 holdings

Shares (Q2 2024)
135,462
Value
$5.80M
% of portfolio
4.6%
Quarters held
3
Since Q4 2023
Holdings of IAU by Custom Portfolio Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2024135,462$5.80M4.6%−3,787−2.7%ReducedHolders
Q1 2024139,249$5.70M4.7%+5,867+4.4%AddedHolders
Q4 2023133,382$5.06M4.5%–No prior filingHolders