WhitTier Trust Company’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 | $5.33M | Sell |
85,535
-985
| -1% | -$61.4K | 0.12% | 151 |
|
|
2025
Q1 | $5.1M | Buy |
86,520
+3,164
| +4% | +$187K | 0.13% | 153 |
|
|
2024
Q4 | $4.13M | Buy |
83,356
+179
| +0.2% | +$8.86K | 0.1% | 171 |
|
|
2024
Q3 | $4.13M | Hold |
83,177
| – | – | 0.11% | 164 |
|
|
2024
Q2 | $3.65M | Buy |
83,177
+5,700
| +7% | +$250K | 0.1% | 170 |
|
|
2024
Q1 | $3.25M | Buy |
77,477
+13,494
| +21% | +$567K | 0.09% | 180 |
|
|
2023
Q4 | $2.5M | Sell |
63,983
-45
| -0.1% | -$1.76K | 0.08% | 194 |
|
|
2023
Q3 | $2.24M | Sell |
64,028
-4,255
| -6% | -$149K | 0.08% | 195 |
|
|
2023
Q2 | $2.48M | Hold |
68,283
| – | – | 0.08% | 190 |
|
|
2023
Q1 | $2.55M | Buy |
68,283
+160
| +0.2% | +$5.98K | 0.09% | 176 |
|
|
2022
Q4 | $2.36M | Sell |
68,123
-476
| -0.7% | -$16.5K | 0.09% | 183 |
|
|
2022
Q3 | $2.16M | Sell |
68,599
-10,268
| -13% | -$324K | 0.09% | 190 |
|
|
2022
Q2 | $2.71M | Buy |
78,867
+10,030
| +15% | +$344K | 0.11% | 165 |
|
|
2022
Q1 | $2.53M | Hold |
68,837
| – | – | 0.09% | 180 |
|
|
2021
Q4 | $2.4M | Sell |
68,837
-1,000
| -1% | -$34.8K | 0.09% | 182 |
|
|
2021
Q3 | $2.33M | Sell |
69,837
-1,000
| -1% | -$33.4K | 0.1% | 177 |
|
|
2021
Q2 | $2.39M | Sell |
70,837
-1
| -0% | -$34 | 0.1% | 171 |
|
|
2021
Q1 | $2.3M | Sell |
70,838
-35,000
| -33% | -$1.14M | 0.1% | 163 |
|
|
2020
Q4 | $3.84M | Buy |
105,838
+7,500
| +8% | +$272K | 0.19% | 118 |
|
|
2020
Q3 | $3.54M | Buy |
98,338
+31,908
| +48% | +$1.15M | 0.2% | 110 |
|
|
2020
Q2 | $2.26M | Sell |
66,430
-375
| -0.6% | -$12.7K | 0.14% | 138 |
|
|
2020
Q1 | $2.01M | Sell |
66,805
-3,000
| -4% | -$90.4K | 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% | -$1.35K | 0.13% | 143 |
|
|
2019
Q1 | $1.73M | Buy |
69,855
+9,460
| +16% | +$234K | 0.13% | 148 |
|
|
2018
Q4 | $1.49M | Sell |
60,395
-8,597
| -12% | -$211K | 0.12% | 153 |
|
|
2018
Q3 | $1.58M | Sell |
68,992
-1,500
| -2% | -$34.3K | 0.11% | 154 |
|
|
2018
Q2 | $1.7M | Sell |
70,492
-50
| -0.1% | -$1.2K | 0.13% | 148 |
|
|
2018
Q1 | $1.8M | Buy |
70,542
+13,325
| +23% | +$339K | 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% | -$17.9K | 0.13% | 155 |
|
|
2017
Q1 | $1.42M | Buy |
58,967
+3,375
| +6% | +$81K | 0.14% | 146 |
|
|
2016
Q4 | $1.23M | Sell |
55,592
-3,500
| -6% | -$77.6K | 0.13% | 150 |
|
|
2016
Q3 | $1.5M | Hold |
59,092
| – | – | 0.17% | 128 |
|
|
2016
Q2 | $1.51M | Sell |
59,092
-4,988
| -8% | -$127K | 0.17% | 133 |
|
|
2016
Q1 | $1.52M | Buy |
64,080
+2,900
| +5% | +$68.9K | 0.18% | 129 |
|
|
2015
Q4 | $1.25M | Buy |
61,180
+3,339
| +6% | +$68.3K | 0.15% | 153 |
|
|
2015
Q3 | $1.25M | Sell |
57,841
-2,600
| -4% | -$56.1K | 0.15% | 143 |
|
|
2015
Q2 | $1.37M | Sell |
60,441
-875
| -1% | -$19.8K | 0.15% | 143 |
|
|
2015
Q1 | $1.4M | Sell |
61,316
-4,970
| -7% | -$114K | 0.16% | 138 |
|
|
2014
Q4 | $1.52M | Sell |
66,286
-3,925
| -6% | -$89.8K | 0.17% | 124 |
|
|
2014
Q3 | $1.64M | Hold |
70,211
| – | – | 0.19% | 117 |
|
|
2014
Q2 | $1.81M | Buy |
70,211
+2,600
| +4% | +$67K | 0.2% | 115 |
|
|
2014
Q1 | $1.68M | Sell |
67,611
-200
| -0.3% | -$4.98K | 0.2% | 114 |
|
|
2013
Q4 | $1.58M | Buy |
67,811
+1,550
| +2% | +$36.2K | 0.19% | 112 |
|
|
2013
Q3 | $1.71M | Sell |
66,261
-2,118
| -3% | -$54.6K | 0.23% | 103 |
|
|
2013
Q2 | $1.64M | Buy |
+68,379
| New | +$1.64M | 0.24% | 94 |
|