Pinnacle Wealth Planning Services’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 | $541K | Sell |
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|
2025
Q2 | $508K | Sell |
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|
2025
Q1 | $482K | Buy |
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|
2024
Q4 | $399K | Buy |
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|
2024
Q3 | $249K | Hold |
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|
2024
Q2 | $220K | Hold |
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|
2024
Q1 | $210K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $295K | Sell |
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|
2022
Q4 | $378K | Hold |
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|
2022
Q3 | $345K | Buy |
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|
2022
Q2 | $271K | Hold |
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|
2022
Q1 | $291K | Hold |
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|
2021
Q4 | $275K | Hold |
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|
2021
Q3 | $264K | Hold |
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|
2021
Q2 | $266K | Hold |
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|
2021
Q1 | $257K | Buy |
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|
2020
Q4 | $211K | Sell |
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|
2020
Q3 | $210K | Hold |
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|
2020
Q2 | $199K | Hold |
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|
2020
Q1 | $175K | Buy |
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