Whitney & Co’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $850K | Buy |
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|
2025
Q1 | $778K | Buy |
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|
2024
Q4 | $546K | Sell |
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|
2024
Q3 | $683K | Buy |
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|
2024
Q2 | $527K | Sell |
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|
2024
Q1 | $542K | Sell |
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|
2023
Q4 | $541K | Buy |
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|
2023
Q3 | $475K | Sell |
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|
2023
Q2 | $598K | Sell |
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|
2023
Q1 | $6.18M | Buy |
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|
2022
Q4 | $5.67M | Sell |
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|
2022
Q3 | $7.14M | Buy |
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|
2022
Q2 | $7.56M | Sell |
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|
2022
Q1 | $8.18M | Buy |
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|
2021
Q4 | $7.46M | Sell |
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|
2021
Q3 | $10.1M | Buy |
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|
2021
Q2 | $9.83M | Buy |
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|
2021
Q1 | $8.92M | Buy |
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|
2020
Q4 | $9.39M | Buy |
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|
2020
Q3 | $8.52M | Buy |
|