PWPS
IAU icon

Pinnacle Wealth Planning Services’s iShares Gold Trust IAU Stock Holding History

Pinnacle Wealth Planning Services’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 		$580K Sell
6,574
-881
-12% -$80.8K 0.06% 193
2025
Q4 		$605K Buy
7,455
+14
+0.2% +$1.09K 0.06% 172
2025
Q3 		$541K Sell
7,441
-700
-9% -$45.7K 0.06% 194
2025
Q2 		$508K Sell
8,141
-41
-0.5% -$2.54K 0.07% 196
2025
Q1 		$482K Buy
8,182
+119
+1% +$6.44K 0.07% 170
2024
Q4 		$399K Buy
8,063
+3,063
+61% +$154K 0.06% 191
2024
Q3 		$249K Hold
5,000
– – 0.03% 367
2024
Q2 		$220K Hold
5,000
– – 0.03% 387
2024
Q1 		$210K Buy
+5,000
New +$196K 0.03% 414
2023
Q2 		– Sell
-7,891
Closed -$295K – 487
2023
Q1 		$295K Sell
7,891
-3,041
-28% -$109K 0.05% 274
2022
Q4 		$378K Hold
10,932
– – 0.07% 213
2022
Q3 		$345K Buy
10,932
+3,041
+39% +$99.7K 0.06% 202
2022
Q2 		$271K Hold
7,891
– – 0.05% 266
2022
Q1 		$291K Hold
7,891
– – 0.05% 274
2021
Q4 		$275K Hold
7,891
– – 0.05% 277
2021
Q3 		$264K Hold
7,891
– – 0.06% 266
2021
Q2 		$266K Hold
7,891
– – 0.06% 256
2021
Q1 		$257K Buy
7,891
+2,073
+36% +$70.8K 0.07% 244
2020
Q4 		$211K Sell
5,818
-41
-0.7% -$1.47K 0.05% 267
2020
Q3 		$210K Hold
5,859
– – 0.07% 224
2020
Q2 		$199K Hold
5,859
– – 0.06% 228
2020
Q1 		$175K Buy
+5,859
New +$177K 0.08% 200

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 Wealth Planning Services's IAU Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its iShares Gold Trust (IAU) stake by 12% in Q1 2026, selling an estimated $80.8K and leaving 6,574 shares worth $580K. The position accounts for 0.06% of the portfolio, ranked #193.

Pinnacle Wealth Planning Services first reported a position in IAU in Q1 2020 and has held it in 22 quarters since. The position peaked at $605K in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Pinnacle Wealth Planning Services held 6,574 shares of iShares Gold Trust worth $580K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 881 iShares Gold Trust shares in Q1 2026, an estimated $80.8K.
  • iShares Gold Trust made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #193 holding.
  • Pinnacle Wealth Planning Services first reported a position in iShares Gold Trust in Q1 2020 and has held it in 22 quarters since.
  • Pinnacle Wealth Planning Services's iShares Gold Trust position peaked at $605K in Q4 2025.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.