Whitney & Co’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 | $850K | Buy |
13,634
+443
| +3% | +$27.6K | 0.08% | 76 |
|
|
2025
Q1 | $778K | Buy |
13,191
+2,154
| +20% | +$127K | 0.08% | 78 |
|
|
2024
Q4 | $546K | Sell |
11,037
-2,709
| -20% | -$134K | 0.06% | 81 |
|
|
2024
Q3 | $683K | Buy |
13,746
+1,759
| +15% | +$87.4K | 0.07% | 79 |
|
|
2024
Q2 | $527K | Sell |
11,987
-926
| -7% | -$40.7K | 0.06% | 83 |
|
|
2024
Q1 | $542K | Sell |
12,913
-940
| -7% | -$39.5K | 0.06% | 84 |
|
|
2023
Q4 | $541K | Buy |
13,853
+277
| +2% | +$10.8K | 0.07% | 82 |
|
|
2023
Q3 | $475K | Sell |
13,576
-2,845
| -17% | -$99.5K | 0.07% | 85 |
|
|
2023
Q2 | $598K | Sell |
16,421
-148,999
| -90% | -$5.42M | 0.09% | 78 |
|
|
2023
Q1 | $6.18M | Buy |
165,420
+1,589
| +1% | +$59.4K | 0.98% | 39 |
|
|
2022
Q4 | $5.67M | Sell |
163,831
-62,734
| -28% | -$2.17M | 1.04% | 37 |
|
|
2022
Q3 | $7.14M | Buy |
226,565
+6,159
| +3% | +$194K | 1.39% | 27 |
|
|
2022
Q2 | $7.56M | Sell |
220,406
-1,724
| -0.8% | -$59.1K | 1.38% | 30 |
|
|
2022
Q1 | $8.18M | Buy |
222,130
+7,756
| +4% | +$286K | 1.26% | 36 |
|
|
2021
Q4 | $7.46M | Sell |
214,374
-87,702
| -29% | -$3.05M | 1.1% | 38 |
|
|
2021
Q3 | $10.1M | Buy |
302,076
+10,570
| +4% | +$353K | 1.61% | 21 |
|
|
2021
Q2 | $9.83M | Buy |
291,506
+17,120
| +6% | +$577K | 1.57% | 25 |
|
|
2021
Q1 | $8.92M | Buy |
274,386
+8,472
| +3% | +$276K | 1.57% | 27 |
|
|
2020
Q4 | $9.39M | Buy |
265,914
+29,172
| +12% | +$1.03M | 1.51% | 22 |
|
|
2020
Q3 | $8.52M | Buy |
+236,742
| New | +$8.52M | 1.6% | 20 |
|