OPTFSNA
Old Point Trust & Financial Services N A’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624K | Hold |
10,000
| – | – | 0.22% | 83 |
|
|
2025
Q1 | $590K | Sell |
10,000
-250
| -2% | -$14.7K | 0.21% | 86 |
|
|
2024
Q4 | $507K | Buy |
+10,250
| New | +$507K | 0.18% | 84 |
|
|
2020
Q1 | – | Sell |
-10,150
| Closed | -$147K | – | 66 |
|
|
2019
Q4 | $147K | Buy |
+10,150
| New | +$147K | 0.07% | 70 |
|
|
2019
Q2 | – | Sell |
-11,350
| Closed | -$141K | – | 71 |
|
|
2019
Q1 | $141K | Sell |
11,350
-900
| -7% | -$11.2K | 0.07% | 69 |
|
|
2018
Q4 | $151K | Sell |
12,250
-1,700
| -12% | -$21K | 0.09% | 67 |
|
|
2018
Q3 | $159K | Sell |
13,950
-2,800
| -17% | -$31.9K | 0.08% | 70 |
|
|
2018
Q2 | $201K | Buy |
16,750
+500
| +3% | +$6K | 0.11% | 70 |
|
|
2018
Q1 | $207K | Sell |
16,250
-150
| -0.9% | -$1.91K | 0.12% | 69 |
|
|
2017
Q4 | $205K | Sell |
16,400
-1,400
| -8% | -$17.5K | 0.11% | 76 |
|
|
2017
Q3 | $219K | Sell |
17,800
-2,000
| -10% | -$24.6K | 0.12% | 73 |
|
|
2017
Q2 | $236K | Hold |
19,800
| – | – | 0.14% | 70 |
|
|
2017
Q1 | $238K | Sell |
19,800
-3,200
| -14% | -$38.5K | 0.14% | 70 |
|
|
2016
Q4 | $255K | Sell |
23,000
-27,250
| -54% | -$302K | 0.15% | 67 |
|
|
2016
Q3 | $638K | Sell |
50,250
-4,700
| -9% | -$59.7K | 0.39% | 50 |
|
|
2016
Q2 | $701K | Sell |
54,950
-1,700
| -3% | -$21.7K | 0.44% | 49 |
|
|
2016
Q1 | $673K | Hold |
56,650
| – | – | 0.42% | 50 |
|
|
2015
Q4 | $580K | Sell |
56,650
-300
| -0.5% | -$3.07K | 0.38% | 51 |
|
|
2015
Q3 | $614K | Sell |
56,950
-1,000
| -2% | -$10.8K | 0.44% | 51 |
|
|
2015
Q2 | $657K | Sell |
57,950
-750
| -1% | -$8.5K | 0.43% | 49 |
|
|
2015
Q1 | $672K | Sell |
58,700
-900
| -2% | -$10.3K | 0.43% | 49 |
|
|
2014
Q4 | $682K | Sell |
59,600
-6,200
| -9% | -$70.9K | 0.41% | 51 |
|
|
2014
Q3 | $770K | Sell |
65,800
-21,400
| -25% | -$250K | 0.46% | 49 |
|
|
2014
Q2 | $1.12M | Sell |
87,200
-2,600
| -3% | -$33.5K | 0.67% | 41 |
|
|
2014
Q1 | $1.12M | Hold |
89,800
| – | – | 0.7% | 41 |
|
|
2013
Q4 | $1.05M | Sell |
89,800
-11,900
| -12% | -$139K | 0.69% | 41 |
|
|
2013
Q3 | $1.31M | Sell |
101,700
-10,200
| -9% | -$131K | 0.91% | 37 |
|
|
2013
Q2 | $1.34M | Buy |
+111,900
| New | +$1.34M | 0.95% | 38 |
|