W.G. Shaheen & Associates Dba Whitney & CO Ishares Gold Trust Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

  • $963 Million
  • Q2 2025

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 13,634 shares of IAU stock, worth $866,577. This represents 0.09% of its overall portfolio holdings.

Number of Shares
13,634
Previous 13,191 3.36%
Holding current value
$866,577
Previous $777,000 9.4%
% of portfolio
0.09%
Previous 0.09%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$56.1 - $64.74 $24,852 - $28,679
443 Added 3.36%
13,634 $850,000
Q1 2025

May 06, 2025
BUY
$49.74 - $58.96 $107,139 - $126,999
2,154 Added 19.52%
13,191 $777,000
Q4 2024

Feb 04, 2025
SELL
$48.37 - $52.65 $131,034 - $142,628
-2,709 Reduced 19.71%
11,037 $546,000
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

# of Institutions
1,715
Shares Held
405M
Call Options Held
2.47M
Put Options Held
7.09M
View Full List

About ISHARES GOLD TRUST

IAU Quotes by TradingView
  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $53.9B
More about IAU
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