A detailed history of W.G. Shaheen & Associates Dba Whitney & CO transactions in Ishares Gold Trust stock. As of the latest transaction made, W.G. Shaheen & Associates Dba Whitney & CO holds 13,746 shares of IAU stock, worth $684,275. This represents 0.07% of its overall portfolio holdings.

Number of Shares
13,746
Previous 11,987 14.67%
Holding current value
$684,275
Previous $526,000 29.85%
% of portfolio
0.07%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$44.06 - $50.5 $77,501 - $88,829
1,759 Added 14.67%
13,746 $683,000
Q2 2024

Jul 30, 2024

SELL
$42.46 - $45.89 $39,317 - $42,494
-926 Reduced 7.17%
11,987 $526,000
Q1 2024

May 08, 2024

SELL
$37.66 - $42.01 $35,400 - $39,489
-940 Reduced 6.79%
12,913 $542,000
Q4 2023

Feb 08, 2024

BUY
$34.47 - $39.34 $9,548 - $10,897
277 Added 2.04%
13,853 $540,000
Q3 2023

Nov 08, 2023

SELL
$34.99 - $37.48 $99,546 - $106,630
-2,845 Reduced 17.33%
13,576 $475,000
Q2 2023

Aug 14, 2023

SELL
$36.15 - $38.86 $5.39 Million - $5.79 Million
-148,999 Reduced 90.07%
16,421 $597,000
Q1 2023

May 03, 2023

BUY
$34.33 - $37.9 $54,550 - $60,223
1,589 Added 0.97%
165,420 $6.18 Million
Q4 2022

Feb 03, 2023

SELL
$30.88 - $34.6 $1.94 Million - $2.17 Million
-62,734 Reduced 27.69%
163,831 $5.67 Million
Q3 2022

Nov 09, 2022

BUY
$30.82 - $34.3 $189,820 - $211,253
6,159 Added 2.79%
226,565 $7.14 Million
Q2 2022

Aug 05, 2022

SELL
$34.31 - $37.62 $59,150 - $64,856
-1,724 Reduced 0.78%
220,406 $7.56 Million
Q1 2022

May 13, 2022

BUY
$34.0 - $38.98 $263,704 - $302,328
7,756 Added 3.62%
222,130 $8.18 Million
Q4 2021

Feb 11, 2022

SELL
$33.36 - $35.53 $2.93 Million - $3.12 Million
-87,702 Reduced 29.03%
214,374 $7.46 Million
Q3 2021

Nov 12, 2021

BUY
$32.85 - $34.83 $347,224 - $368,153
10,570 Added 3.63%
302,076 $10.1 Million
Q2 2021

Aug 13, 2021

BUY
$32.9 - $68.08 $9.59 Million - $19.8 Million
291,506 New
291,506 $9.83 Million

Others Institutions Holding IAU

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $42.2B
More about IAU
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