Synovus Financial’s iShares Gold Trust IAU Stock Holding History

Synovus Financial’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
2025 Q3	$4.17M	Buy	57,248 +842	+1%	+$54.9K	0.05%	230
2025 Q2	$3.52M	Buy	56,406 +13,609	+32%	+$843K	0.04%	247
2025 Q1	$2.52M	Sell	42,797 -41,707	-49%	-$2.26M	0.03%	304
2024 Q4	$4.18M	Buy	84,504 +2,320	+3%	+$117K	0.05%	212
2024 Q3	$4.08M	Buy	82,184 +40,640	+98%	+$1.9M	0.05%	250
2024 Q2	$1.83M	Buy	41,544 +1,439	+4%	+$63.6K	0.02%	357
2024 Q1	$1.68M	Sell	40,105 -74,738	-65%	-$2.93M	0.02%	362
2023 Q4	$4.48M	Buy	114,843 +71,708	+166%	+$2.68M	0.06%	185
2023 Q3	$1.51M	Sell	43,135 -104	-0.2%	-$3.79K	0.02%	381
2023 Q2	$1.57M	Buy	43,239 +1,058	+3%	+$39.7K	0.02%	377
2023 Q1	$1.58M	Sell	42,181 -985	-2%	-$35.3K	0.02%	375
2022 Q4	$1.49M	Buy	43,166 +3,227	+8%	+$106K	0.02%	385
2022 Q3	$1.26M	Buy	39,939 +3,328	+9%	+$109K	0.02%	396
2022 Q2	$1.25M	Sell	36,611 -7,554	-17%	-$269K	0.01%	399
2022 Q1	$1.63M	Sell	44,165 -3,400	-7%	-$121K	0.02%	364
2021 Q4	$1.66M	Sell	47,565 -8,314	-15%	-$284K	0.02%	359
2021 Q3	$1.86M	Sell	55,879 -5,885	-10%	-$200K	0.02%	324
2021 Q2	$2.08M	Buy	61,764 +16,301	+36%	+$563K	0.02%	299
2021 Q1	$1.48M	Sell	45,463 -14,231	-24%	-$486K	0.02%	311
2020 Q4	$2.17M	Buy	59,694 +38,035	+176%	+$1.36M	0.03%	260
2020 Q3	$781K	Sell	21,659 -38,271	-64%	-$1.4M	0.01%	392
2020 Q2	$2.04M	Buy	59,930 +43,886	+274%	+$1.44M	0.03%	228
2020 Q1	$484K	Sell	16,044 -1,395	-8%	-$42.2K	0.01%	528
2019 Q4	$506K	Buy	17,439 +378	+2%	+$10.7K	0.01%	460
2019 Q3	$481K	Hold	17,061	–	–	0.01%	467
2019 Q2	$461K	Hold	17,061	–	–	0.01%	472
2019 Q1	$422K	Sell	17,061 -597	-3%	-$14.9K	0.01%	471
2018 Q4	$434K	Buy	17,658 +15,000	+564%	+$353K	0.01%	446
2018 Q3	$61K	Hold	2,658	–	–	﹤0.01%	788
2018 Q2	$64K	Hold	2,658	–	–	﹤0.01%	748
2018 Q1	$68K	Buy	+2,658	New	+$67.9K	﹤0.01%	734
2017 Q4	–	Sell	-8,323	Closed	-$204K	–	584
2017 Q3	$204K	Buy	+8,323	New	+$205K	﹤0.01%	551
2017 Q2	–	Sell	-5,523	Closed	-$133K	–	943
2017 Q1	$133K	Sell	5,523 -500	-8%	-$11.7K	﹤0.01%	585
2016 Q4	$133K	Buy	6,023 +500	+9%	+$11.7K	﹤0.01%	569
2016 Q3	$141K	Hold	5,523	–	–	﹤0.01%	562
2016 Q2	$141K	Hold	5,523	–	–	﹤0.01%	525
2016 Q1	$131K	Hold	5,523	–	–	﹤0.01%	530
2015 Q4	$113K	Buy	5,523 +2,865	+108%	+$61.1K	﹤0.01%	536
2015 Q3	$57K	Hold	2,658	–	–	﹤0.01%	597
2015 Q2	$61K	Hold	2,658	–	–	﹤0.01%	587
2015 Q1	$61K	Hold	2,658	–	–	﹤0.01%	607
2014 Q4	$61K	Sell	2,658 -25	-0.9%	-$581	﹤0.01%	602
2014 Q3	$63K	Hold	2,683	–	–	﹤0.01%	574
2014 Q2	$69K	Hold	2,683	–	–	﹤0.01%	539
2014 Q1	$67K	Hold	2,683	–	–	﹤0.01%	538
2013 Q4	$63K	Buy	2,683 +597	+29%	+$14.7K	﹤0.01%	513
2013 Q3	$54K	Hold	2,086	–	–	﹤0.01%	515
2013 Q2	$51K	Buy	+2,086	New	+$57.4K	﹤0.01%	515

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Synovus Financial's IAU Position: Q3 2025 in Review

Synovus Financial increased its iShares Gold Trust (IAU) stake by 1.5% in Q3 2025, buying an estimated $54.9K and bringing the position to 57,248 shares worth $4.17M. The position accounts for 0.05% of the portfolio, ranked #230.

Synovus Financial first reported a position in IAU in Q2 2013 and has held it in 48 quarters since. The position peaked at $4.48M in Q4 2023. 1,704 funds tracked by Wall St. Rank hold IAU as of Q3 2025.

Synovus Financial held 57,248 shares of iShares Gold Trust worth $4.17M as of Q3 2025.
Synovus Financial bought 842 iShares Gold Trust shares in Q3 2025, an estimated $54.9K.
iShares Gold Trust made up 0.05% of Synovus Financial's portfolio in Q3 2025, its #230 holding.
Synovus Financial first reported a position in iShares Gold Trust in Q2 2013 and has held it in 48 quarters since.
Synovus Financial's iShares Gold Trust position peaked at $4.48M in Q4 2023.
1,704 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.

Based on Synovus Financial's 13F filing for Q3 2025, filed 7 Nov 2025.