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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
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% -$9.98K 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

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

Pinnacle Bancorp's IAU Position: Q1 2026 in Review

Pinnacle Bancorp held its iShares Gold Trust (IAU) position steady in Q1 2026 at 10,294 shares worth $908K. The position accounts for 0.27% of the portfolio, ranked #70.

Pinnacle Bancorp first reported a position in IAU in Q3 2020 and has held it in 11 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Pinnacle Bancorp held 10,294 shares of iShares Gold Trust worth $908K as of Q1 2026.
  • Pinnacle Bancorp left its iShares Gold Trust share count unchanged in Q1 2026.
  • iShares Gold Trust made up 0.27% of Pinnacle Bancorp's portfolio in Q1 2026, its #70 holding.
  • Pinnacle Bancorp first reported a position in iShares Gold Trust in Q3 2020 and has held it in 11 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Pinnacle Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.