Whittier Trust’s AngloGold Ashanti AU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.7K | Hold |
1,070
| – | – | ﹤0.01% | 941 |
|
|
2025
Q1 | $39.7K | Hold |
1,070
| – | – | ﹤0.01% | 977 |
|
|
2024
Q4 | $24.7K | Buy |
+1,070
| New | +$24.7K | ﹤0.01% | 1059 |
|
|
2022
Q2 | – | Sell |
-10,000
| Closed | -$237K | – | 1676 |
|
|
2022
Q1 | $237K | Hold |
10,000
| – | – | ﹤0.01% | 631 |
|
|
2021
Q4 | $210K | Hold |
10,000
| – | – | ﹤0.01% | 666 |
|
|
2021
Q3 | $160K | Hold |
10,000
| – | – | ﹤0.01% | 682 |
|
|
2021
Q2 | $186K | Buy |
+10,000
| New | +$186K | ﹤0.01% | 669 |
|
|
2016
Q2 | – | Sell |
-145
| Closed | -$2K | – | 1194 |
|
|
2016
Q1 | $2K | Hold |
145
| – | – | ﹤0.01% | 1106 |
|
|
2015
Q4 | $1K | Hold |
145
| – | – | ﹤0.01% | 1147 |
|
|
2015
Q3 | $1K | Sell |
145
-7,740
| -98% | -$53.4K | ﹤0.01% | 1121 |
|
|
2015
Q2 | $71K | Hold |
7,885
| – | – | ﹤0.01% | 670 |
|
|
2015
Q1 | $74K | Buy |
7,885
+5,537
| +236% | +$52K | ﹤0.01% | 655 |
|
|
2014
Q4 | $20K | Sell |
2,348
-1,806
| -43% | -$15.4K | ﹤0.01% | 787 |
|
|
2014
Q3 | $50K | Buy |
4,154
+3,751
| +931% | +$45.1K | ﹤0.01% | 651 |
|
|
2014
Q2 | $7K | Hold |
403
| – | – | ﹤0.01% | 899 |
|
|
2014
Q1 | $7K | Hold |
403
| – | – | ﹤0.01% | 925 |
|
|
2013
Q4 | $5K | Hold |
403
| – | – | ﹤0.01% | 959 |
|
|
2013
Q3 | $5K | Hold |
403
| – | – | ﹤0.01% | 961 |
|
|
2013
Q2 | $6K | Buy |
+403
| New | +$6K | ﹤0.01% | 949 |
|