Pinnacle Wealth Planning Services, Inc. Ishares Gold Trust Transaction History

Pinnacle Wealth Planning Services, Inc.

$838 Million
Q3 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Ishares Gold Trust stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 7,441 shares of IAU stock, worth $572,808. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,441

Previous 8,141 8.6%

Holding current value

$572,808

Previous $507,000 6.71%

% of portfolio

0.06%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$61.62 - $72.77 $43,134 - $50,939	-700 Reduced 8.6%	7,441 $541,000
Q2 2025 Aug 11, 2025	SELL	$56.1 - $64.74 $2,300 - $2,654	-41 Reduced 0.5%	8,141 $507,000
Q1 2025 May 15, 2025	BUY	$49.74 - $58.96 $5,919 - $7,016	119 Added 1.48%	8,182 $482,000
Q4 2024 Feb 06, 2025	BUY	$48.37 - $52.65 $148,157 - $161,266	3,063 Added 61.26%	8,063 $399,000
Q1 2024 May 09, 2024	BUY	$37.66 - $42.01 $188,299 - $210,050	5,000 New	5,000 $210,000

Q1 2023 May 03, 2023	SELL	$34.33 - $37.9 $104,397 - $115,253	-3,041 Reduced 27.82%	7,891 $294,000
Q3 2022 Nov 09, 2022	BUY	$30.82 - $34.3 $93,723 - $104,306	3,041 Added 38.54%	10,932 $345,000
Q2 2021 Aug 02, 2021	BUY	$32.9 - $68.08 $259,613 - $537,219	7,891 New	7,891 $266,000

Others Institutions Holding IAU

# of Institutions

1,908

Shares Held

448M

Call Options Held

4.27M

Put Options Held

9.14M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $65.3B

More about IAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Wealth Planning Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Wealth Planning Services, Inc. with notifications on news.

Account

Pinnacle Wealth Planning Services, Inc. Ishares Gold Trust Transaction History