SEC 13F Intelligence

W.g. Shaheen & Associates Dba Whitney & Co / IAUUSD

W.g. Shaheen & Associates Dba Whitney & Co’s Ishares Gold Trust Position

Does W.g. Shaheen & Associates Dba Whitney & Co own Ishares Gold Trust (IAUUSD)? Not currently — the last reported position was 548.8K shares worth $9M in Q1 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$9M
Q1 2021
Shares
548.8K
% of Portfolio
+1.57%
Quarters Held
3
position exited

Position History IAUUSD

Reported value by quarter
Q3 ’20: $9MQ3 ’20Q4 ’20: $9MQ4 ’20Q1 ’21: $9MQ1 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2021548.8K$9M+1.57%
Q4 2020531.8K$9M+1.51%
Q3 2020473.5K$9M+1.60%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See W.g. Shaheen & Associates Dba Whitney & Co’s full portfolio or all institutional holders of IAUUSD.