Trustmark National Bank Trust Department’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 | $915K | Hold |
14,670
| – | – | 0.06% | 168 |
|
|
2025
Q1 | $865K | Buy |
14,670
+2,153
| +17% | +$127K | 0.06% | 165 |
|
|
2024
Q4 | $620K | Sell |
12,517
-66
| -0.5% | -$3.27K | 0.05% | 185 |
|
|
2024
Q3 | $625K | Buy |
12,583
+66
| +0.5% | +$3.28K | 0.05% | 184 |
|
|
2024
Q2 | $550K | Buy |
12,517
+717
| +6% | +$31.5K | 0.04% | 188 |
|
|
2024
Q1 | $496K | Hold |
11,800
| – | – | 0.04% | 207 |
|
|
2023
Q4 | $461K | Hold |
11,800
| – | – | 0.04% | 191 |
|
|
2023
Q3 | $413K | Hold |
11,800
| – | – | 0.04% | 196 |
|
|
2023
Q2 | $429K | Hold |
11,800
| – | – | 0.04% | 196 |
|
|
2023
Q1 | $441K | Sell |
11,800
-2,041
| -15% | -$76.3K | 0.04% | 206 |
|
|
2022
Q4 | $479K | Sell |
13,841
-5,250
| -27% | -$182K | 0.04% | 183 |
|
|
2022
Q3 | $602K | Sell |
19,091
-300
| -2% | -$9.46K | 0.06% | 163 |
|
|
2022
Q2 | $665K | Buy |
19,391
+1,341
| +7% | +$46K | 0.06% | 161 |
|
|
2022
Q1 | $665K | Sell |
18,050
-5,657
| -24% | -$208K | 0.05% | 172 |
|
|
2021
Q4 | $825K | Sell |
23,707
-2,313
| -9% | -$80.5K | 0.06% | 153 |
|
|
2021
Q3 | $869K | Buy |
+26,020
| New | +$869K | 0.07% | 148 |
|
|
2021
Q2 | – | Sell |
-26,745
| Closed | -$870K | – | 253 |
|
|
2021
Q1 | $870K | Buy |
26,745
+50
| +0.2% | +$1.63K | 0.07% | 150 |
|
|
2020
Q4 | $968K | Buy |
26,695
+3,445
| +15% | +$125K | 0.09% | 131 |
|
|
2020
Q3 | $837K | Buy |
23,250
+250
| +1% | +$9K | 0.08% | 133 |
|
|
2020
Q2 | $782K | Sell |
23,000
-330
| -1% | -$11.2K | 0.08% | 131 |
|
|
2020
Q1 | $703K | Sell |
23,330
-170
| -0.7% | -$5.12K | 0.08% | 131 |
|
|
2019
Q4 | $682K | Hold |
23,500
| – | – | 0.06% | 143 |
|
|
2019
Q3 | $663K | Buy |
23,500
+2,000
| +9% | +$56.4K | 0.07% | 142 |
|
|
2019
Q2 | $581K | Buy |
+21,500
| New | +$581K | 0.06% | 152 |
|
|
2014
Q4 | – | Sell |
-9,000
| Closed | -$211K | – | 316 |
|
|
2014
Q3 | $211K | Hold |
9,000
| – | – | 0.03% | 324 |
|
|
2014
Q2 | $232K | Hold |
9,000
| – | – | 0.03% | 315 |
|
|
2014
Q1 | $224K | Sell |
9,000
-3,062
| -25% | -$76.2K | 0.03% | 324 |
|
|
2013
Q4 | $282K | Sell |
12,062
-3,014
| -20% | -$70.5K | 0.03% | 290 |
|
|
2013
Q3 | $389K | Hold |
15,076
| – | – | 0.05% | 245 |
|
|
2013
Q2 | $362K | Buy |
+15,076
| New | +$362K | 0.05% | 244 |
|