Pinnacle Wealth Planning Services’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 | $508K | Sell |
8,141
-41
| -0.5% | -$2.56K | 0.07% | 196 |
|
|
2025
Q1 | $482K | Buy |
8,182
+119
| +1% | +$7.02K | 0.07% | 170 |
|
|
2024
Q4 | $399K | Buy |
8,063
+3,063
| +61% | +$152K | 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 | +$210K | 0.03% | 414 |
|
|
2023
Q2 | – | Sell |
-7,891
| Closed | -$295K | – | 484 |
|
|
2023
Q1 | $295K | Sell |
7,891
-3,041
| -28% | -$114K | 0.05% | 274 |
|
|
2022
Q4 | $378K | Hold |
10,932
| – | – | 0.07% | 213 |
|
|
2022
Q3 | $345K | Buy |
10,932
+3,041
| +39% | +$96K | 0.06% | 201 |
|
|
2022
Q2 | $271K | Hold |
7,891
| – | – | 0.05% | 266 |
|
|
2022
Q1 | $291K | Hold |
7,891
| – | – | 0.05% | 272 |
|
|
2021
Q4 | $275K | Hold |
7,891
| – | – | 0.05% | 274 |
|
|
2021
Q3 | $264K | Hold |
7,891
| – | – | 0.06% | 264 |
|
|
2021
Q2 | $266K | Hold |
7,891
| – | – | 0.06% | 250 |
|
|
2021
Q1 | $257K | Buy |
7,891
+2,073
| +36% | +$67.5K | 0.07% | 241 |
|
|
2020
Q4 | $211K | Sell |
5,818
-41
| -0.7% | -$1.49K | 0.05% | 265 |
|
|
2020
Q3 | $210K | Hold |
5,859
| – | – | 0.07% | 223 |
|
|
2020
Q2 | $199K | Hold |
5,859
| – | – | 0.06% | 227 |
|
|
2020
Q1 | $175K | Buy |
+5,859
| New | +$175K | 0.08% | 199 |
|