PFA
IAU icon

Pinnacle Family Advisors’s iShares Gold Trust IAU Stock Holding History

Pinnacle Family Advisors’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 		$268K Buy
3,036
+10
+0.3% +$917 0.13% 116
2025
Q4 		$246K Hold
3,026
– – 0.11% 124
2025
Q3 		$220K Buy
+3,026
New +$197K 0.1% 117

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 Family Advisors's IAU Position: Q1 2026 in Review

Pinnacle Family Advisors increased its iShares Gold Trust (IAU) stake by 0.33% in Q1 2026, buying an estimated $917 and bringing the position to 3,036 shares worth $268K. The position accounts for 0.13% of the portfolio, ranked #116.

Pinnacle Family Advisors first reported a position in IAU in Q3 2025 and has held it in 3 quarters since. 1,961 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Pinnacle Family Advisors held 3,036 shares of iShares Gold Trust worth $268K as of Q1 2026.
  • Pinnacle Family Advisors bought 10 iShares Gold Trust shares in Q1 2026, an estimated $917.
  • iShares Gold Trust made up 0.13% of Pinnacle Family Advisors's portfolio in Q1 2026, its #116 holding.
  • Pinnacle Family Advisors first reported a position in iShares Gold Trust in Q3 2025 and has held it in 3 quarters since.
  • 1,961 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.