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Pinnacle Wealth Management Advisory Group’s iShares Gold Trust IAU Stock Holding History

Pinnacle Wealth Management Advisory Group’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
Q2 		$517K Hold
6,845
– – 0.03% 278
2026
Q1 		$603K Sell
6,845
-138
-2% -$12.7K 0.04% 240
2025
Q4 		$567K Buy
6,983
+50
+0.7% +$3.91K 0.04% 247
2025
Q3 		$505K Hold
6,933
– – 0.04% 229
2025
Q2 		$432K Hold
6,933
– – 0.04% 238
2025
Q1 		$409K Sell
6,933
-185
-3% -$10K 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% -$22.9K 0.03% 262
2023
Q4 		$301K Hold
7,703
– – 0.04% 247
2023
Q3 		$270K Sell
7,703
-1,467
-16% -$53.5K 0.03% 249
2023
Q2 		$334K Sell
9,170
-355
-4% -$13.3K 0.04% 225
2023
Q1 		$356K Buy
9,525
+885
+10% +$31.8K 0.05% 214
2022
Q4 		$299K Buy
8,640
+335
+4% +$11K 0.04% 223
2022
Q3 		$262K Sell
8,305
-25
-0.3% -$819 0.04% 226
2022
Q2 		$286K Sell
8,330
-202
-2% -$7.19K 0.05% 228
2022
Q1 		$314K Sell
8,532
-92
-1% -$3.29K 0.05% 221
2021
Q4 		$300K Buy
8,624
+143
+2% +$4.89K 0.05% 215
2021
Q3 		$283K Buy
8,481
+58
+0.7% +$1.98K 0.07% 185
2021
Q2 		$284K Buy
+8,423
New +$291K 0.07% 185
2018
Q4 		– Sell
-6,098
Closed -$139K – 167
2018
Q3 		$139K Buy
6,098
+825
+16% +$19.2K 0.07% 156
2018
Q2 		$127K Buy
+5,273
New +$132K 0.07% 142

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's IAU Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group held its iShares Gold Trust (IAU) position steady in Q2 2026 at 6,845 shares worth $517K. The position accounts for 0.03% of the portfolio, ranked #278.

Pinnacle Wealth Management Advisory Group first reported a position in IAU in Q2 2018 and has held it in 23 quarters since. The position peaked at $603K in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 6,845 shares of iShares Gold Trust worth $517K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group left its iShares Gold Trust share count unchanged in Q2 2026.
  • iShares Gold Trust made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #278 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in iShares Gold Trust in Q2 2018 and has held it in 23 quarters since.
  • Pinnacle Wealth Management Advisory Group's iShares Gold Trust position peaked at $603K in Q1 2026.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.