Indiana Trust & Investment 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 | $429K | Hold |
6,885
| – | – | 0.14% | 111 |
|
2025
Q1 | $406K | Hold |
6,885
| – | – | 0.15% | 114 |
|
2024
Q4 | $341K | Hold |
6,885
| – | – | 0.12% | 131 |
|
2024
Q3 | $342K | Hold |
6,885
| – | – | 0.12% | 127 |
|
2024
Q2 | $302K | Hold |
6,885
| – | – | 0.11% | 126 |
|
2024
Q1 | $289K | Hold |
6,885
| – | – | 0.12% | 133 |
|
2023
Q4 | $269K | Hold |
6,885
| – | – | 0.12% | 132 |
|
2023
Q3 | $241K | Buy |
+6,885
| New | +$241K | 0.12% | 131 |
|
2021
Q3 | – | Sell |
-14,808
| Closed | -$268K | – | 120 |
|
2021
Q2 | $268K | Buy |
14,808
+7,404
| +100% | +$134K | 0.15% | 95 |
|
2021
Q1 | $241K | Hold |
7,404
| – | – | 0.13% | 101 |
|
2020
Q4 | $268K | Hold |
7,404
| – | – | 0.15% | 95 |
|
2020
Q3 | $266K | Buy |
7,404
+294
| +4% | +$10.6K | 0.16% | 93 |
|
2020
Q2 | $242K | Hold |
7,110
| – | – | 0.15% | 98 |
|
2020
Q1 | $214K | Hold |
7,110
| – | – | 0.15% | 97 |
|
2019
Q4 | $206K | Hold |
7,110
| – | – | 0.11% | 112 |
|
2019
Q3 | $201K | Hold |
7,110
| – | – | 0.11% | 110 |
|
2019
Q2 | $192K | Hold |
7,110
| – | – | 0.11% | 116 |
|
2019
Q1 | $176K | Sell |
7,110
-500
| -7% | -$12.4K | 0.09% | 112 |
|
2018
Q4 | $187K | Hold |
7,610
| – | – | 0.1% | 108 |
|
2018
Q3 | $174K | Sell |
7,610
-188
| -2% | -$4.3K | 0.08% | 121 |
|
2018
Q2 | $187K | Hold |
7,798
| – | – | 0.09% | 122 |
|
2018
Q1 | $199K | Hold |
7,798
| – | – | 0.09% | 125 |
|
2017
Q4 | $195K | Hold |
7,798
| – | – | 0.09% | 126 |
|
2017
Q3 | $192K | Hold |
7,798
| – | – | 0.09% | 120 |
|
2017
Q2 | $186K | Sell |
7,798
-340
| -4% | -$8.11K | 0.09% | 120 |
|
2017
Q1 | $195K | Hold |
8,138
| – | – | 0.1% | 118 |
|
2016
Q4 | $180K | Sell |
8,138
-1,562
| -16% | -$34.5K | 0.09% | 113 |
|
2016
Q3 | $246K | Hold |
9,700
| – | – | 0.12% | 103 |
|
2016
Q2 | $248K | Hold |
9,700
| – | – | 0.12% | 106 |
|
2016
Q1 | $230K | Sell |
9,700
-1,093
| -10% | -$25.9K | 0.12% | 108 |
|
2015
Q4 | $247K | Buy |
10,793
+1,093
| +11% | +$25K | 0.13% | 99 |
|
2015
Q3 | $209K | Sell |
9,700
-943
| -9% | -$20.3K | 0.12% | 110 |
|
2015
Q2 | $241K | Hold |
10,643
| – | – | 0.12% | 108 |
|
2015
Q1 | $244K | Sell |
10,643
-150
| -1% | -$3.44K | 0.12% | 99 |
|
2014
Q4 | $247K | Hold |
10,793
| – | – | 0.13% | 99 |
|
2014
Q3 | $253K | Sell |
10,793
-689
| -6% | -$16.2K | 0.13% | 96 |
|
2014
Q2 | $296K | Sell |
11,482
-1,475
| -11% | -$38K | 0.17% | 91 |
|
2014
Q1 | $322K | Hold |
12,957
| – | – | 0.2% | 87 |
|
2013
Q4 | $303K | Sell |
12,957
-50
| -0.4% | -$1.17K | 0.17% | 86 |
|
2013
Q3 | $336K | Sell |
13,007
-150
| -1% | -$3.88K | 0.2% | 81 |
|
2013
Q2 | $316K | Buy |
+13,157
| New | +$316K | 0.26% | 81 |
|