CNBTD
Citizens National Bank Trust Department’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
28,275
+3,071
| +12% | +$192K | 0.35% | 82 |
|
|
2025
Q1 | $1.49M | Buy |
25,204
+1,319
| +6% | +$77.8K | 0.32% | 85 |
|
|
2024
Q4 | $1.18M | Buy |
23,885
+2,553
| +12% | +$126K | 0.25% | 95 |
|
|
2024
Q3 | $1.06M | Buy |
21,332
+11,815
| +124% | +$587K | 0.22% | 101 |
|
|
2024
Q2 | $418K | Buy |
9,517
+3,412
| +56% | +$150K | 0.09% | 133 |
|
|
2024
Q1 | $256K | Buy |
6,105
+370
| +6% | +$15.5K | 0.06% | 152 |
|
|
2023
Q4 | $224K | Buy |
5,735
+199
| +4% | +$7.77K | 0.06% | 152 |
|
|
2023
Q3 | $194K | Buy |
5,536
+27
| +0.5% | +$945 | 0.05% | 154 |
|
|
2023
Q2 | $200K | Buy |
5,509
+509
| +10% | +$18.5K | 0.05% | 153 |
|
|
2023
Q1 | $187K | Sell |
5,000
-3,177
| -39% | -$119K | 0.05% | 148 |
|
|
2022
Q4 | $283K | Sell |
8,177
-10,014
| -55% | -$347K | 0.08% | 138 |
|
|
2022
Q3 | $574K | Sell |
18,191
-3,331
| -15% | -$105K | 0.18% | 101 |
|
|
2022
Q2 | $738K | Buy |
+21,522
| New | +$738K | 0.21% | 94 |
|
|
2022
Q1 | – | Sell |
-12,555
| Closed | -$437K | – | 308 |
|
|
2021
Q4 | $437K | Sell |
12,555
-1,675
| -12% | -$58.3K | 0.17% | 106 |
|
|
2021
Q3 | $475K | Buy |
14,230
+2,500
| +21% | +$83.5K | 0.14% | 110 |
|
|
2021
Q2 | $396K | Sell |
11,730
-1,770
| -13% | -$59.8K | 0.11% | 118 |
|
|
2021
Q1 | $219K | Sell |
13,500
-1,000
| -7% | -$16.2K | 0.07% | 135 |
|
|
2020
Q4 | $263K | Buy |
14,500
+4,000
| +38% | +$72.6K | 0.09% | 125 |
|
|
2020
Q3 | $189K | Buy |
10,500
+500
| +5% | +$9K | 0.07% | 116 |
|
|
2020
Q2 | $170K | Buy |
+10,000
| New | +$170K | 0.07% | 116 |
|