Whitener Capital 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 | $2.35M | Sell |
37,607
-1,703
| -4% | -$106K | 0.62% | 40 |
|
|
2025
Q1 | $2.32M | Sell |
39,310
-170
| -0.4% | -$10K | 0.66% | 39 |
|
|
2024
Q4 | $1.95M | Sell |
39,480
-302
| -0.8% | -$15K | 0.55% | 43 |
|
|
2024
Q3 | $1.98M | Buy |
39,782
+8
| +0% | +$398 | 0.56% | 42 |
|
|
2024
Q2 | $1.75M | Sell |
39,774
-121
| -0.3% | -$5.32K | 0.53% | 43 |
|
|
2024
Q1 | $1.68M | Buy |
39,895
+895
| +2% | +$37.6K | 0.55% | 43 |
|
|
2023
Q4 | $1.52M | Sell |
39,000
-20
| -0.1% | -$781 | 0.55% | 42 |
|
|
2023
Q3 | $1.37M | Buy |
39,020
+1,854
| +5% | +$64.9K | 0.55% | 46 |
|
|
2023
Q2 | $1.35M | Sell |
37,166
-4,406
| -11% | -$160K | 0.52% | 49 |
|
|
2023
Q1 | $1.55M | Buy |
41,572
+539
| +1% | +$20.1K | 0.65% | 40 |
|
|
2022
Q4 | $1.42M | Buy |
41,033
+1,638
| +4% | +$56.7K | 0.62% | 43 |
|
|
2022
Q3 | $1.24M | Buy |
39,395
+493
| +1% | +$15.5K | 0.59% | 46 |
|
|
2022
Q2 | $1.33M | Sell |
38,902
-196
| -0.5% | -$6.72K | 0.6% | 43 |
|
|
2022
Q1 | $1.44M | Buy |
39,098
+402
| +1% | +$14.8K | 0.54% | 47 |
|
|
2021
Q4 | $1.35M | Buy |
+38,696
| New | +$1.35M | 0.48% | 52 |
|
|
2021
Q3 | – | Sell |
-39,130
| Closed | -$1.32M | – | 133 |
|
|
2021
Q2 | $1.32M | Buy |
39,130
+1,956
| +5% | +$65.9K | 0.53% | 52 |
|
|
2021
Q1 | $1.21M | Buy |
37,174
+5,784
| +18% | +$188K | 0.52% | 55 |
|
|
2020
Q4 | $1.14M | Buy |
31,390
+85
| +0.3% | +$3.08K | 0.52% | 54 |
|
|
2020
Q3 | $1.13M | Sell |
31,305
-345
| -1% | -$12.4K | 0.54% | 52 |
|
|
2020
Q2 | $1.08M | Hold |
31,650
| – | – | 0.56% | 51 |
|
|
2020
Q1 | $953K | Buy |
31,650
+811
| +3% | +$24.4K | 0.62% | 44 |
|
|
2019
Q4 | $894K | Buy |
30,839
+1,852
| +6% | +$53.7K | 0.46% | 54 |
|
|
2019
Q3 | $817K | Buy |
28,987
+415
| +1% | +$11.7K | 0.45% | 55 |
|
|
2019
Q2 | $771K | Buy |
28,572
+438
| +2% | +$11.8K | 0.44% | 58 |
|
|
2019
Q1 | $696K | Buy |
28,134
+4,660
| +20% | +$115K | 0.46% | 59 |
|
|
2018
Q4 | $576K | Buy |
23,474
+76
| +0.3% | +$1.87K | 0.42% | 60 |
|
|
2018
Q3 | $534K | Buy |
23,398
+375
| +2% | +$8.56K | 0.35% | 73 |
|
|
2018
Q2 | $553K | Buy |
23,023
+248
| +1% | +$5.96K | 0.43% | 67 |
|
|
2018
Q1 | $579K | Sell |
22,775
-1,143
| -5% | -$29.1K | 0.44% | 60 |
|
|
2017
Q4 | $598K | Buy |
+23,918
| New | +$598K | 0.51% | 57 |
|