Pinnacle Wealth Management Advisory Group’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Hold |
6,933
| – | – | 0.04% | 238 |
|
|
2025
Q1 | $409K | Sell |
6,933
-185
| -3% | -$10.9K | 0.04% | 238 |
|
|
2024
Q4 | $352K | Hold |
7,118
| – | – | 0.03% | 264 |
|
|
2024
Q3 | $354K | Hold |
7,118
| – | – | 0.03% | 250 |
|
|
2024
Q2 | $313K | Hold |
7,118
| – | – | 0.03% | 260 |
|
|
2024
Q1 | $299K | Sell |
7,118
-585
| -8% | -$24.6K | 0.03% | 262 |
|
|
2023
Q4 | $301K | Hold |
7,703
| – | – | 0.04% | 247 |
|
|
2023
Q3 | $270K | Sell |
7,703
-1,467
| -16% | -$51.3K | 0.03% | 249 |
|
|
2023
Q2 | $334K | Sell |
9,170
-355
| -4% | -$12.9K | 0.04% | 225 |
|
|
2023
Q1 | $356K | Buy |
9,525
+885
| +10% | +$33.1K | 0.05% | 214 |
|
|
2022
Q4 | $299K | Buy |
8,640
+335
| +4% | +$11.6K | 0.04% | 223 |
|
|
2022
Q3 | $262K | Sell |
8,305
-25
| -0.3% | -$789 | 0.04% | 226 |
|
|
2022
Q2 | $286K | Sell |
8,330
-202
| -2% | -$6.94K | 0.05% | 228 |
|
|
2022
Q1 | $314K | Sell |
8,532
-92
| -1% | -$3.39K | 0.05% | 221 |
|
|
2021
Q4 | $300K | Buy |
8,624
+143
| +2% | +$4.97K | 0.05% | 213 |
|
|
2021
Q3 | $283K | Buy |
8,481
+58
| +0.7% | +$1.94K | 0.07% | 184 |
|
|
2021
Q2 | $284K | Buy |
+8,423
| New | +$284K | 0.07% | 184 |
|
|
2018
Q4 | – | Sell |
-6,098
| Closed | -$139K | – | 167 |
|
|
2018
Q3 | $139K | Buy |
6,098
+825
| +16% | +$18.8K | 0.07% | 156 |
|
|
2018
Q2 | $127K | Buy |
+5,273
| New | +$127K | 0.07% | 142 |
|