Beese Fulmer Investment Management’s iShares Gold Trust IAU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$502K	Buy	+8,052	New	+$502K	0.04%	179
2020 Q3	–	Sell	-1,000	Closed	-$34K	–	352
2020 Q2	$34K	Buy	+1,000	New	+$34K	0.01%	363