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WhitTier Trust Company’s iShares Gold Trust IAU Stock Holding History

WhitTier Trust Company’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 		$9.92M Hold
128,254
– – 0.19% 104
2026
Q1 		$11.2M Buy
128,254
+5,649
+5% +$518K 0.23% 97
2025
Q4 		$10.4M Buy
122,605
+19,140
+18% +$1.5M 0.22% 96
2025
Q3 		$7.58M Buy
103,465
+17,930
+21% +$1.17M 0.16% 120
2025
Q2 		$5.33M Sell
85,535
-985
-1% -$61K 0.12% 151
2025
Q1 		$5.1M Buy
86,520
+3,164
+4% +$171K 0.13% 153
2024
Q4 		$4.13M Buy
83,356
+179
+0.2% +$8.99K 0.1% 171
2024
Q3 		$4.13M Hold
83,177
– – 0.11% 164
2024
Q2 		$3.65M Buy
83,177
+5,700
+7% +$252K 0.1% 170
2024
Q1 		$3.25M Buy
77,477
+13,494
+21% +$529K 0.09% 180
2023
Q4 		$2.5M Sell
63,983
-45
-0.1% -$1.68K 0.08% 194
2023
Q3 		$2.24M Sell
64,028
-4,255
-6% -$155K 0.08% 195
2023
Q2 		$2.48M Hold
68,283
– – 0.08% 190
2023
Q1 		$2.55M Buy
68,283
+160
+0.2% +$5.74K 0.09% 176
2022
Q4 		$2.36M Sell
68,123
-476
-0.7% -$15.6K 0.09% 183
2022
Q3 		$2.16M Sell
68,599
-10,268
-13% -$336K 0.09% 190
2022
Q2 		$2.71M Buy
78,867
+10,030
+15% +$357K 0.11% 165
2022
Q1 		$2.53M Hold
68,837
– – 0.09% 180
2021
Q4 		$2.4M Sell
68,837
-1,000
-1% -$34.2K 0.09% 182
2021
Q3 		$2.33M Sell
69,837
-1,000
-1% -$34.1K 0.1% 177
2021
Q2 		$2.39M Sell
70,837
-1
-0% -$35 0.1% 171
2021
Q1 		$2.3M Sell
70,838
-35,000
-33% -$1.2M 0.1% 163
2020
Q4 		$3.84M Buy
105,838
+7,500
+8% +$268K 0.19% 118
2020
Q3 		$3.54M Buy
98,338
+31,908
+48% +$1.17M 0.2% 110
2020
Q2 		$2.26M Sell
66,430
-375
-0.6% -$12.3K 0.14% 138
2020
Q1 		$2.01M Sell
66,805
-3,000
-4% -$90.7K 0.15% 131
2019
Q4 		$2.02M Hold
69,805
– – 0.13% 145
2019
Q3 		$1.97M Hold
69,805
– – 0.14% 140
2019
Q2 		$1.89M Sell
69,805
-50
-0.1% -$1.25K 0.13% 143
2019
Q1 		$1.73M Buy
69,855
+9,460
+16% +$236K 0.13% 148
2018
Q4 		$1.49M Sell
60,395
-8,597
-12% -$202K 0.12% 153
2018
Q3 		$1.58M Sell
68,992
-1,500
-2% -$34.9K 0.11% 154
2018
Q2 		$1.7M Sell
70,492
-50
-0.1% -$1.25K 0.13% 148
2018
Q1 		$1.8M Buy
70,542
+13,325
+23% +$340K 0.15% 140
2017
Q4 		$1.43M Hold
57,217
– – 0.12% 159
2017
Q3 		$1.41M Sell
57,217
-1,000
-2% -$24.6K 0.13% 156
2017
Q2 		$1.39M Sell
58,217
-750
-1% -$18.2K 0.13% 155
2017
Q1 		$1.42M Buy
58,967
+3,375
+6% +$79.3K 0.14% 146
2016
Q4 		$1.23M Sell
55,592
-3,500
-6% -$82.1K 0.13% 150
2016
Q3 		$1.5M Hold
59,092
– – 0.17% 128
2016
Q2 		$1.51M Sell
59,092
-4,988
-8% -$121K 0.17% 133
2016
Q1 		$1.52M Buy
64,080
+2,900
+5% +$66.3K 0.18% 129
2015
Q4 		$1.25M Buy
61,180
+3,339
+6% +$71.2K 0.15% 153
2015
Q3 		$1.25M Sell
57,841
-2,600
-4% -$56.5K 0.15% 143
2015
Q2 		$1.37M Sell
60,441
-875
-1% -$20.2K 0.15% 143
2015
Q1 		$1.4M Sell
61,316
-4,970
-7% -$117K 0.16% 138
2014
Q4 		$1.52M Sell
66,286
-3,925
-6% -$91.3K 0.17% 124
2014
Q3 		$1.64M Hold
70,211
– – 0.19% 117
2014
Q2 		$1.81M Buy
70,211
+2,600
+4% +$65K 0.2% 115
2014
Q1 		$1.68M Sell
67,611
-200
-0.3% -$5.02K 0.2% 114
2013
Q4 		$1.58M Buy
67,811
+1,550
+2% +$38.3K 0.19% 112
2013
Q3 		$1.71M Sell
66,261
-2,118
-3% -$54.7K 0.23% 103
2013
Q2 		$1.64M Buy
+68,379
New +$1.88M 0.24% 94

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

WhitTier Trust Company's IAU Position: Q2 2026 in Review

WhitTier Trust Company held its iShares Gold Trust (IAU) position steady in Q2 2026 at 128,254 shares worth $9.92M. The position accounts for 0.19% of the portfolio, ranked #104.

WhitTier Trust Company first reported a position in IAU in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.2M in Q1 2026. 913 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • WhitTier Trust Company held 128,254 shares of iShares Gold Trust worth $9.92M as of Q2 2026.
  • WhitTier Trust Company left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.19% of WhitTier Trust Company's portfolio in Q2 2026, its #104 holding.
  • WhitTier Trust Company first reported a position in iShares Gold Trust in Q2 2013 and has held it in 53 quarters since.
  • WhitTier Trust Company's iShares Gold Trust position peaked at $11.2M in Q1 2026.
  • 913 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.