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Whitney & Co’s iShares Gold Trust IAU Stock Holding History

Whitney & Co’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 		$831K Sell
11,007
-190
-2% -$16.1K 0.06% 106
2026
Q1 		$987K Sell
11,197
-252
-2% -$23.1K 0.08% 95
2025
Q4 		$929K Sell
11,449
-295
-3% -$23.1K 0.07% 99
2025
Q3 		$855K Sell
11,744
-1,890
-14% -$123K 0.08% 80
2025
Q2 		$850K Buy
13,634
+443
+3% +$27.5K 0.08% 76
2025
Q1 		$778K Buy
13,191
+2,154
+20% +$117K 0.08% 78
2024
Q4 		$546K Sell
11,037
-2,709
-20% -$136K 0.06% 81
2024
Q3 		$683K Buy
13,746
+1,759
+15% +$82.3K 0.07% 79
2024
Q2 		$527K Sell
11,987
-926
-7% -$40.9K 0.06% 83
2024
Q1 		$542K Sell
12,913
-940
-7% -$36.8K 0.06% 84
2023
Q4 		$541K Buy
13,853
+277
+2% +$10.4K 0.07% 82
2023
Q3 		$475K Sell
13,576
-2,845
-17% -$104K 0.07% 85
2023
Q2 		$598K Sell
16,421
-148,999
-90% -$5.59M 0.09% 78
2023
Q1 		$6.18M Buy
165,420
+1,589
+1% +$57K 0.98% 39
2022
Q4 		$5.67M Sell
163,831
-62,734
-28% -$2.06M 1.04% 37
2022
Q3 		$7.14M Buy
226,565
+6,159
+3% +$202K 1.39% 27
2022
Q2 		$7.56M Sell
220,406
-1,724
-0.8% -$61.3K 1.38% 30
2022
Q1 		$8.18M Buy
222,130
+7,756
+4% +$277K 1.26% 36
2021
Q4 		$7.46M Sell
214,374
-87,702
-29% -$3M 1.1% 38
2021
Q3 		$10.1M Buy
302,076
+10,570
+4% +$360K 1.61% 21
2021
Q2 		$9.83M Buy
291,506
+17,120
+6% +$592K 1.57% 25
2021
Q1 		$8.92M Buy
274,386
+8,472
+3% +$290K 1.57% 27
2020
Q4 		$9.39M Buy
265,914
+29,172
+12% +$1.04M 1.51% 22
2020
Q3 		$8.52M Buy
+236,742
New +$8.65M 1.6% 20

Other funds holding IAU

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Whitney & Co's IAU Position: Q2 2026 in Review

Whitney & Co reduced its iShares Gold Trust (IAU) stake by 1.7% in Q2 2026, selling an estimated $16.1K and leaving 11,007 shares worth $831K. The position accounts for 0.06% of the portfolio, ranked #106.

Whitney & Co first reported a position in IAU in Q3 2020 and has held it in 24 quarters since. The position peaked at $10.1M in Q3 2021. 962 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Whitney & Co held 11,007 shares of iShares Gold Trust worth $831K as of Q2 2026.
  • Whitney & Co sold 190 iShares Gold Trust shares in Q2 2026, an estimated $16.1K.
  • iShares Gold Trust made up 0.06% of Whitney & Co's portfolio in Q2 2026, its #106 holding.
  • Whitney & Co first reported a position in iShares Gold Trust in Q3 2020 and has held it in 24 quarters since.
  • Whitney & Co's iShares Gold Trust position peaked at $10.1M in Q3 2021.
  • 962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.