Montecito Bank & Trust’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $278K | Buy |
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|
2025
Q1 | $233K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $759K | Sell |
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|
2022
Q3 | $766K | Sell |
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|
2022
Q2 | $965K | Buy |
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|
2022
Q1 | $801K | Sell |
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|
2021
Q4 | $939K | Sell |
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|
2021
Q3 | $1.17M | Sell |
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|
2021
Q2 | $2.05M | Buy |
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|
2021
Q1 | $1.97M | Sell |
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|
2020
Q4 | $2.24M | Buy |
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|
2020
Q3 | $2.2M | Buy |
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|
2020
Q2 | $1.88M | Buy |
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|
2020
Q1 | $1.21M | Buy |
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|
2019
Q4 | $813K | Sell |
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|
2019
Q3 | $1.19M | Buy |
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|
2019
Q2 | $885K | Buy |
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|
2019
Q1 | $543K | Buy |
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