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Contango Wealth Management LLC Historic Quarter Change: USA Stocks, Added

Contango Wealth Management LLC historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 1 quarter from 2025-12-31 to 2026-03-31, Contango Wealth Management LLC opened 0 positions, added to 1, reduced 4 and sold out of 0.

  • Q1 2026: Stock IAU; Country of operation United States; Class ISHARES NEW; Shares before 7,961.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2137383), 1 quarter: Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-06-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q1 2026IAU
ISHARES GOLD TR
United StatesISHARES NEW7,96118,787+10,826$646,194$1,656,262+$1,010,0682026-06-09

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