FineMark National Bank & Trust’s iShares Gold Trust IAU Stock Holding History

FineMark National Bank & Trust’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$7.32M	Buy	117,426 +335	+0.3%	+$20.9K	0.25%	94
2025 Q1	$6.9M	Buy	117,091 +6,300	+6%	+$371K	0.25%	99
2024 Q4	$5.49M	Buy	110,791 +6,360	+6%	+$315K	0.19%	107
2024 Q3	$5.19M	Sell	104,431 -422	-0.4%	-$21K	0.18%	112
2024 Q2	$4.61M	Sell	104,853 -5,831	-5%	-$256K	0.17%	113
2024 Q1	$4.65M	Buy	110,684 +7,764	+8%	+$326K	0.17%	109
2023 Q4	$4.02M	Sell	102,920 -266	-0.3%	-$10.4K	0.16%	112
2023 Q3	$3.61M	Sell	103,186 -3,820	-4%	-$134K	0.16%	116
2023 Q2	$3.89M	Sell	107,006 -1,765	-2%	-$64.2K	0.16%	117
2023 Q1	$4.06M	Sell	108,771 -23,375	-18%	-$874K	0.17%	114
2022 Q4	$4.57M	Sell	132,146 -54,313	-29%	-$1.88M	0.21%	105
2022 Q3	$5.88M	Sell	186,459 -112,691	-38%	-$3.55M	0.28%	85
2022 Q2	$10.3M	Buy	299,150 +24,850	+9%	+$853K	0.45%	52
2022 Q1	$10.1M	Buy	274,300 +54,442	+25%	+$2.01M	0.4%	60
2021 Q4	$7.65M	Buy	219,858 +9,180	+4%	+$320K	0.29%	78
2021 Q3	$7.04M	Buy	210,678 +33,936	+19%	+$1.13M	0.3%	79
2021 Q2	$5.96M	Buy	176,742 +19,861	+13%	+$670K	0.24%	90
2021 Q1	$5.1M	Buy	156,881 +34,517	+28%	+$1.12M	0.22%	94
2020 Q4	$4.44M	Buy	122,364 +37,973	+45%	+$1.38M	0.2%	94
2020 Q3	$3.04M	Buy	84,391 +77,908	+1,202%	+$2.8M	0.15%	104
2020 Q2	$220K	Buy	+6,483	New	+$220K	0.01%	338
2016 Q2	–	Sell	-63	Closed	-$1K	–	1399
2016 Q1	$1K	Hold	63	–	–	﹤0.01%	1222
2015 Q4	$1K	Hold	63	–	–	﹤0.01%	1267
2015 Q3	$1K	Hold	63	–	–	﹤0.01%	1397
2015 Q2	$1K	Hold	63	–	–	﹤0.01%	1341
2015 Q1	$1K	Sell	63 -2,500	-98%	-$39.7K	﹤0.01%	1325
2014 Q4	$59K	Buy	2,563 +2,500	+3,968%	+$57.6K	0.01%	615
2014 Q3	$1K	Hold	63	–	–	﹤0.01%	1318
2014 Q2	$2K	Hold	63	–	–	﹤0.01%	1286
2014 Q1	$2K	Sell	63 -1,000	-94%	-$31.7K	﹤0.01%	1283
2013 Q4	$25K	Hold	1,063	–	–	0.01%	757
2013 Q3	$27K	Sell	1,063 -4,721	-82%	-$120K	0.01%	713
2013 Q2	$139K	Buy	+5,784	New	+$139K	0.04%	331