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Pinkerton Retirement Specialists’s iShares Gold Trust IAU Stock Holding History

Pinkerton Retirement Specialists’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$390K Hold
4,801
– – 0.04% 118
2025
Q4 		$390K Sell
4,801
-151
-3% -$11.8K 0.04% 117
2025
Q3 		$360K Sell
4,952
-1,404
-22% -$91.6K 0.04% 117
2025
Q2 		$396K Sell
6,356
-4,321
-40% -$268K 0.05% 117
2025
Q1 		$630K Sell
10,677
-6,176
-37% -$334K 0.08% 76
2024
Q4 		$834K Sell
16,853
-12,272
-42% -$617K 0.12% 95
2024
Q3 		$1.45M Sell
29,125
-355
-1% -$16.6K 0.21% 80
2024
Q2 		$1.3M Sell
29,480
-414
-1% -$18.3K 0.2% 76
2024
Q1 		$1.26M Sell
29,894
-2,847
-9% -$112K 0.2% 76
2023
Q4 		$1.28M Sell
32,741
-36,132
-52% -$1.35M 0.25% 79
2023
Q3 		$2.41M Sell
68,873
-19,066
-22% -$696K 0.52% 54
2023
Q2 		$3.2M Sell
87,939
-4,137
-4% -$155K 0.63% 33
2023
Q1 		$3.44M Buy
+92,076
New +$3.3M 0.64% 29
2022
Q3 		– Sell
-60,383
Closed -$2.07M – 123
2022
Q2 		$2.07M Buy
60,383
+52,042
+624% +$1.85M 0.63% 54
2022
Q1 		$307K Hold
8,341
– – 0.07% 84
2021
Q4 		$290K Buy
8,341
+665
+9% +$22.7K 0.05% 84
2021
Q3 		$256K Hold
7,676
– – 0.05% 93
2021
Q2 		$259K Buy
+7,676
New +$265K 0.05% 91
2021
Q1 		– Sell
-7,000
Closed -$254K – 98
2020
Q4 		$254K Buy
+7,000
New +$251K 0.06% 87
2016
Q4 		– Sell
-150
Closed -$4K – 629
2016
Q3 		$4K Hold
150
– – ﹤0.01% 478
2016
Q2 		$4K Buy
+150
New +$3.65K ﹤0.01% 479

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Pinkerton Retirement Specialists's IAU Position: Q1 2026 in Review

Pinkerton Retirement Specialists held its iShares Gold Trust (IAU) position steady in Q1 2026 at 4,801 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #118.

Pinkerton Retirement Specialists first reported a position in IAU in Q2 2016 and has held it in 21 quarters since. The position peaked at $3.44M in Q1 2023. 1,961 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Pinkerton Retirement Specialists held 4,801 shares of iShares Gold Trust worth $390K as of Q1 2026.
  • Pinkerton Retirement Specialists left its iShares Gold Trust share count unchanged in Q1 2026.
  • iShares Gold Trust made up 0.04% of Pinkerton Retirement Specialists's portfolio in Q1 2026, its #118 holding.
  • Pinkerton Retirement Specialists first reported a position in iShares Gold Trust in Q2 2016 and has held it in 21 quarters since.
  • Pinkerton Retirement Specialists's iShares Gold Trust position peaked at $3.44M in Q1 2023.
  • 1,961 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q1 2026, filed 9 Apr 2026.