Pinnacle Wealth Management Advisory Group’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $505K | Hold |
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|
2025
Q2 | $432K | Hold |
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|
2025
Q1 | $409K | Sell |
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|
2024
Q4 | $352K | Hold |
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|
2024
Q3 | $354K | Hold |
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|
2024
Q2 | $313K | Hold |
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|
2024
Q1 | $299K | Sell |
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|
2023
Q4 | $301K | Hold |
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|
2023
Q3 | $270K | Sell |
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|
2023
Q2 | $334K | Sell |
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|
2023
Q1 | $356K | Buy |
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|
2022
Q4 | $299K | Buy |
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|
2022
Q3 | $262K | Sell |
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|
2022
Q2 | $286K | Sell |
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|
2022
Q1 | $314K | Sell |
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|
2021
Q4 | $300K | Buy |
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|
2021
Q3 | $283K | Buy |
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|
2021
Q2 | $284K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $139K | Buy |
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|
2018
Q2 | $127K | Buy |
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