Presidio Capital 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
$215K Sell
3,451
-10
-0.3% -$624 0.08% 57
2025
Q1
$204K Sell
3,461
-977
-22% -$57.6K 0.08% 61
2024
Q4
$220K Buy
4,438
+100
+2% +$4.95K 0.12% 58
2024
Q3
$216K Sell
4,338
-782
-15% -$38.9K 0.14% 63
2024
Q2
$225K Buy
+5,120
New +$225K 0.16% 50