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

Pinnacle Wealth 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
2021 Q2	$1.23M	Buy	+36,377	New	+$1.26M	0.05%	200

Other funds holding IAU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

KFS

Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pinnacle Wealth Advisors's IAU Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in iShares Gold Trust (IAU) in Q2 2021: 36,377 shares worth $1.23M. The stake represents 0.05% of the portfolio and ranks #200 among its holdings.

874 funds tracked by Wall St. Rank hold IAU as of Q2 2021.

Pinnacle Wealth Advisors held 36,377 shares of iShares Gold Trust worth $1.23M as of Q2 2021.
iShares Gold Trust was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares Gold Trust made up 0.05% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #200 holding.
874 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.