Pinnacle Financial Partners’s iShares Gold Trust IAU Stock Holding History

Pinnacle Financial Partners’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$2.7M	Sell	51,322 -3,231	-6%	-$170K	0.05%	202
2024 Q4	$2.71M	Sell	54,553 -3,853	-7%	-$191K	0.05%	203
2024 Q3	$2.9M	Buy	58,406 +4,520	+8%	+$225K	0.06%	198
2024 Q2	$2.3M	Buy	53,886 +300	+0.6%	+$12.8K	0.05%	212
2024 Q1	$2.25M	Sell	53,586 -431	-0.8%	-$18.1K	0.05%	209
2023 Q4	$2.11M	Buy	54,017 +3,461	+7%	+$135K	0.05%	209
2023 Q3	$1.77M	Buy	50,556 +14,065	+39%	+$492K	0.05%	213
2023 Q2	$1.33M	Hold	36,491	–	–	0.03%	227
2023 Q1	$1.36M	Buy	36,491 +826	+2%	+$30.9K	0.04%	224
2022 Q4	$1.23M	Sell	35,665 -15,687	-31%	-$543K	0.04%	226
2022 Q3	$1.62M	Buy	51,352 +11,475	+29%	+$362K	0.06%	204
2022 Q2	$1.37M	Sell	39,877 -15,968	-29%	-$548K	0.05%	209
2022 Q1	$2.06M	Buy	55,845 +18,600	+50%	+$685K	0.07%	190
2021 Q4	$1.3M	Buy	37,245 +868	+2%	+$30.2K	0.04%	221
2021 Q3	$1.22M	Hold	36,377	–	–	0.04%	216
2021 Q2	$1.23M	Sell	36,377 -684	-2%	-$23.1K	0.05%	200
2021 Q1	$1.34M	Buy	37,061 +3,680	+11%	+$133K	0.06%	189
2020 Q4	$1.2M	Hold	33,381	–	–	0.06%	197
2020 Q3	$1.2M	Buy	33,381 +3,396	+11%	+$122K	0.07%	180
2020 Q2	$1.02M	Sell	29,985 -7,338	-20%	-$249K	0.06%	187
2020 Q1	$1.13M	Buy	37,323 +10	+0%	+$301	0.08%	179
2019 Q4	$1.08M	Hold	37,313	–	–	0.07%	204
2019 Q3	$1.05M	Hold	37,313	–	–	0.08%	188
2019 Q2	$1.01M	Buy	37,313 +8,860	+31%	+$239K	0.08%	190
2019 Q1	$704K	Buy	28,453 +1,550	+6%	+$38.4K	0.06%	207
2018 Q4	$661K	Sell	26,903 -5,476	-17%	-$135K	0.06%	202
2018 Q3	$741K	Sell	32,379 -3,585	-10%	-$82K	0.06%	208
2018 Q2	$865K	Buy	35,964 +21,991	+157%	+$529K	0.08%	186
2018 Q1	$356K	Buy	13,973 +8,065	+137%	+$205K	0.04%	238
2017 Q4	$148K	Buy	+5,908	New	+$148K	0.02%	308
2017 Q3	–	Sell	-5,480	Closed	-$131K	–	359
2017 Q2	$131K	Buy	5,480 +300	+6%	+$7.17K	0.02%	292
2017 Q1	$124K	Buy	+5,180	New	+$124K	0.02%	243