Pinnacle Bancorp’s iShares Gold Trust IAU Stock Holding History

Pinnacle Bancorp’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 Q3	$639K	Sell	8,188 -2,106	-20%	-$169K	0.17%	111
2026 Q2	$777K	Hold	10,294	–	–	0.2%	91
2026 Q1	$908K	Hold	10,294	–	–	0.27%	70
2025 Q4	$836K	Buy	10,294 +973	+10%	+$76.1K	0.24%	73
2025 Q3	$678K	Sell	9,321 -875	-9%	-$57.1K	0.2%	94
2025 Q2	$636K	Sell	10,196 -161	-2%	-$10K	0.2%	91
2025 Q1	$611K	Hold	10,357	–	–	0.2%	94
2024 Q4	$513K	Sell	10,357 -1,750	-14%	-$87.9K	0.17%	111
2024 Q3	$602K	Buy	12,107 +990	+9%	+$46.3K	0.16%	96
2024 Q2	$488K	Buy	+11,117	New	+$491K	0.14%	103
2021 Q2	–	Sell	-865	Closed	-$28K	–	722
2021 Q1	$28K	Buy	865 +567	+190%	+$19.4K	0.01%	429
2020 Q4	$11K	Hold	298	–	–	0.01%	526
2020 Q3	$11K	Buy	+298	New	+$10.9K	0.01%	507

Other funds holding IAU

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pinnacle Bancorp's IAU Position: Q3 2026 in Review

Pinnacle Bancorp reduced its iShares Gold Trust (IAU) stake by 20% in Q3 2026, selling an estimated $169K and leaving 8,188 shares worth $639K. The position accounts for 0.17% of the portfolio, ranked #111.

Pinnacle Bancorp first reported a position in IAU in Q3 2020 and has held it in 13 quarters since. The position peaked at $908K in Q1 2026. 516 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Pinnacle Bancorp held 8,188 shares of iShares Gold Trust worth $639K as of Q3 2026.
Pinnacle Bancorp sold 2,106 iShares Gold Trust shares in Q3 2026, an estimated $169K.
iShares Gold Trust made up 0.17% of Pinnacle Bancorp's portfolio in Q3 2026, its #111 holding.
Pinnacle Bancorp first reported a position in iShares Gold Trust in Q3 2020 and has held it in 13 quarters since.
Pinnacle Bancorp's iShares Gold Trust position peaked at $908K in Q1 2026.
516 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.