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Pinnacle Advisory Group’s iShares Gold Trust IAU Stock Holding History

Pinnacle Advisory Group’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
2021
Q1 		– Sell
-36,068
Closed -$1.31M – 252
2020
Q4 		$1.31M Sell
36,068
-708
-2% -$25.3K 0.08% 83
2020
Q3 		$1.32M Buy
36,776
+186
+0.5% +$6.79K 0.09% 76
2020
Q2 		$1.24M Buy
36,590
+423
+1% +$13.9K 0.09% 83
2020
Q1 		$1.09M Sell
36,167
-43
-0.1% -$1.3K 0.1% 72
2019
Q4 		$1.05M Sell
36,210
-903
-2% -$25.6K 0.07% 89
2019
Q3 		$1.05M Sell
37,113
-229,583
-86% -$6.48M 0.07% 81
2019
Q2 		$7.2M Sell
266,696
-14,591
-5% -$366K 0.5% 35
2019
Q1 		$6.96M Sell
281,287
-196,985
-41% -$4.92M 0.49% 31
2018
Q4 		$11.8M Sell
478,272
-54,985
-10% -$1.29M 0.88% 27
2018
Q3 		$12.2M Sell
533,257
-512,902
-49% -$11.9M 0.84% 28
2018
Q2 		$25.1M Sell
1,046,159
-189,045
-15% -$4.74M 1.52% 22
2018
Q1 		$31.4M Buy
1,235,204
+1,175,844
+1,981% +$30M 1.87% 19
2017
Q4 		$1.49M Buy
59,360
+12,046
+25% +$296K 0.09% 59
2017
Q3 		$1.17M Sell
47,314
-533,104
-92% -$13.1M 0.07% 64
2017
Q2 		$13.9M Sell
580,418
-93,764
-14% -$2.27M 0.88% 30
2017
Q1 		$16.2M Sell
674,182
-58,640
-8% -$1.38M 1.06% 28
2016
Q4 		$16.2M Buy
732,822
+20,772
+3% +$487K 1.1% 30
2016
Q3 		$17.2M Sell
712,050
-4,034
-0.6% -$104K 1.44% 20
2016
Q2 		$18.3M Buy
716,084
+216,907
+43% +$5.27M 1.41% 23
2016
Q1 		$11.9M Buy
+499,177
New +$11.4M 1.13% 19

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pinnacle Advisory Group's IAU Position: Q1 2021 in Review

Pinnacle Advisory Group sold out of iShares Gold Trust (IAU) in Q1 2021, closing a stake of 36,068 shares — an estimated $1.31M sold.

Pinnacle Advisory Group first reported a position in IAU in Q1 2016 and held it in 20 quarters. The position peaked at $31.4M in Q1 2018. 952 funds tracked by Wall St. Rank hold IAU as of Q1 2021.

  • Pinnacle Advisory Group reported no remaining iShares Gold Trust position as of Q1 2021 after selling out during the quarter.
  • Pinnacle Advisory Group sold 36,068 iShares Gold Trust shares in Q1 2021, an estimated $1.31M.
  • Pinnacle Advisory Group first reported a position in iShares Gold Trust in Q1 2016 and held it in 20 quarters.
  • Pinnacle Advisory Group's iShares Gold Trust position peaked at $31.4M in Q1 2018.
  • 952 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.