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Whitener Capital Management’s iShares Gold Trust IAU Stock Holding History

Whitener Capital Management’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.8M Sell
37,083
-541
-1% -$45.9K 0.59% 40
2026
Q1 		$3.32M Sell
37,624
-9
-0% -$826 0.76% 31
2025
Q4 		$3.05M Buy
37,633
+72
+0.2% +$5.63K 0.7% 35
2025
Q3 		$2.73M Sell
37,561
-46
-0.1% -$3K 0.65% 35
2025
Q2 		$2.35M Sell
37,607
-1,703
-4% -$106K 0.62% 40
2025
Q1 		$2.32M Sell
39,310
-170
-0.4% -$9.2K 0.66% 39
2024
Q4 		$1.95M Sell
39,480
-302
-0.8% -$15.2K 0.55% 43
2024
Q3 		$1.98M Buy
39,782
+8
+0% +$374 0.56% 42
2024
Q2 		$1.75M Sell
39,774
-121
-0.3% -$5.35K 0.53% 43
2024
Q1 		$1.68M Buy
39,895
+895
+2% +$35.1K 0.55% 43
2023
Q4 		$1.52M Sell
39,000
-20
-0.1% -$748 0.55% 42
2023
Q3 		$1.37M Buy
39,020
+1,854
+5% +$67.7K 0.55% 46
2023
Q2 		$1.35M Sell
37,166
-4,406
-11% -$165K 0.52% 49
2023
Q1 		$1.55M Buy
41,572
+539
+1% +$19.3K 0.65% 40
2022
Q4 		$1.42M Buy
41,033
+1,638
+4% +$53.8K 0.62% 43
2022
Q3 		$1.24M Buy
39,395
+493
+1% +$16.2K 0.59% 46
2022
Q2 		$1.33M Sell
38,902
-196
-0.5% -$6.97K 0.6% 43
2022
Q1 		$1.44M Buy
39,098
+402
+1% +$14.4K 0.54% 47
2021
Q4 		$1.35M Buy
+38,696
New +$1.32M 0.48% 52
2021
Q3 		– Sell
-39,130
Closed -$1.32M – 133
2021
Q2 		$1.32M Buy
39,130
+1,956
+5% +$67.6K 0.53% 52
2021
Q1 		$1.21M Buy
37,174
+5,784
+18% +$198K 0.52% 55
2020
Q4 		$1.14M Buy
31,390
+85
+0.3% +$3.04K 0.52% 54
2020
Q3 		$1.13M Sell
31,305
-345
-1% -$12.6K 0.54% 52
2020
Q2 		$1.07M Hold
31,650
– – 0.56% 51
2020
Q1 		$953K Buy
31,650
+811
+3% +$24.5K 0.62% 44
2019
Q4 		$894K Buy
30,839
+1,852
+6% +$52.5K 0.46% 54
2019
Q3 		$817K Buy
28,987
+415
+1% +$11.7K 0.45% 55
2019
Q2 		$771K Buy
28,572
+438
+2% +$11K 0.44% 58
2019
Q1 		$696K Buy
28,134
+4,660
+20% +$116K 0.46% 59
2018
Q4 		$576K Buy
23,474
+76
+0.3% +$1.79K 0.42% 60
2018
Q3 		$534K Buy
23,398
+375
+2% +$8.71K 0.35% 73
2018
Q2 		$553K Buy
23,023
+248
+1% +$6.22K 0.43% 67
2018
Q1 		$579K Sell
22,775
-1,143
-5% -$29.2K 0.44% 60
2017
Q4 		$598K Buy
+23,918
New +$587K 0.51% 57

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return

Whitener Capital Management's IAU Position: Q2 2026 in Review

Whitener Capital Management reduced its iShares Gold Trust (IAU) stake by 1.4% in Q2 2026, selling an estimated $45.9K and leaving 37,083 shares worth $2.8M. The position accounts for 0.59% of the portfolio, ranked #40.

Whitener Capital Management first reported a position in IAU in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.32M in Q1 2026. 540 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Whitener Capital Management held 37,083 shares of iShares Gold Trust worth $2.8M as of Q2 2026.
  • Whitener Capital Management sold 541 iShares Gold Trust shares in Q2 2026, an estimated $45.9K.
  • iShares Gold Trust made up 0.59% of Whitener Capital Management's portfolio in Q2 2026, its #40 holding.
  • Whitener Capital Management first reported a position in iShares Gold Trust in Q4 2017 and has held it in 34 quarters since.
  • Whitener Capital Management's iShares Gold Trust position peaked at $3.32M in Q1 2026.
  • 540 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.