Whittier Trust’s AngloGold Ashanti AU Stock Holding History

Whittier Trust’s Portfolio AU Stock Details AU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,070	Closed	-$48.7K	–	1402
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	+$28K	﹤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	+$220K	﹤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%	-$57.3K	﹤0.01%	1121
2015 Q2	$71K	Hold	7,885	–	–	﹤0.01%	670
2015 Q1	$74K	Buy	7,885 +5,537	+236%	+$59.3K	﹤0.01%	655
2014 Q4	$20K	Sell	2,348 -1,806	-43%	-$17K	﹤0.01%	787
2014 Q3	$50K	Buy	4,154 +3,751	+931%	+$61.3K	﹤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	+$7.27K	﹤0.01%	949

Other funds holding AU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Whittier Trust's AU Position: Q3 2025 in Review

Whittier Trust sold out of AngloGold Ashanti (AU) in Q3 2025, closing a stake of 1,070 shares — an estimated $48.7K sold.

Whittier Trust first reported a position in AU in Q2 2013 and held it in 19 quarters. The position peaked at $237K in Q1 2022. 429 funds tracked by Wall St. Rank hold AU as of Q3 2025.

Whittier Trust reported no remaining AngloGold Ashanti position as of Q3 2025 after selling out during the quarter.
Whittier Trust sold 1,070 AngloGold Ashanti shares in Q3 2025, an estimated $48.7K.
Whittier Trust first reported a position in AngloGold Ashanti in Q2 2013 and held it in 19 quarters.
Whittier Trust's AngloGold Ashanti position peaked at $237K in Q1 2022.
429 funds tracked by Wall St. Rank held AngloGold Ashanti as of Q3 2025.

Based on Whittier Trust's 13F filing for Q3 2025, filed 31 Oct 2025.