Naples Global Advisors’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
$259K Hold
4,149
0.02% 378
2025
Q1
$245K Buy
4,149
+13
+0.3% +$766 0.02% 370
2024
Q4
$205K Hold
4,136
0.02% 395
2024
Q3
$206K Buy
+4,136
New +$206K 0.02% 393