Napa Wealth Management’s iShares Gold Trust Micro IAUM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.74M	Sell	113,374 -36,403	-24%	-$1.2M	1.79%	14
2025 Q1	$4.67M	Buy	+149,777	New	+$4.67M	2.63%	5
2024 Q4	–	Sell	-11,866	Closed	-$311K	–	190
2024 Q3	$311K	Sell	11,866 -4,350	-27%	-$114K	0.15%	130
2024 Q2	$376K	Buy	+16,216	New	+$376K	0.25%	80