Sanibel Captiva Trust Company’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
$1.23M Buy
19,719
+2,415
+14% +$151K 0.04% 208
2025
Q1
$1.02M Hold
17,304
0.03% 225
2024
Q4
$857K Hold
17,304
0.03% 233
2024
Q3
$860K Hold
17,304
0.03% 232
2024
Q2
$760K Buy
17,304
+515
+3% +$22.6K 0.03% 226
2024
Q1
$705K Sell
16,789
-40
-0.2% -$1.68K 0.02% 228
2023
Q4
$657K Buy
+16,829
New +$657K 0.02% 214