ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC's Holding History (CIK: 0001005607)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 176,107 Value ($000) $14,295 Avg Close — Range —
Q3 2025
Shares 182,341 Value ($000) $13,269 Avg Close — Range —
Q2 2025
Shares 184,085 Value ($000) $11,480 Avg Close — Range —
Q1 2025
Shares 197,307 Value ($000) $11,633 Avg Close — Range —
Q4 2024
Shares 204,149 Value ($000) $10,107 Avg Close — Range —
Q3 2024
Shares 210,096 Value ($000) $10,442 Avg Close — Range —
Q2 2024
Shares 210,808 Value ($000) $9,261 Avg Close — Range —
Q1 2024
Shares 213,192 Value ($000) $8,956 Avg Close — Range —
Q4 2023
Shares 217,435 Value ($000) $8,486 Avg Close — Range —
Q3 2023
Shares 222,453 Value ($000) $7,784 Avg Close — Range —
Q2 2023
Shares 223,721 Value ($000) $8,141 Avg Close — Range —
Q1 2023
Shares 365,071 Value ($000) $13,643 Avg Close — Range —
Q4 2022
Shares 367,039 Value ($000) $12,696 Avg Close — Range —
Q3 2022
Shares 363,817 Value ($000) $11,471 Avg Close — Range —
Q2 2022
Shares 358,253 Value ($000) $12,292 Avg Close — Range —
Q1 2022
Shares 374,132 Value ($000) $13,779 Avg Close — Range —
Q4 2021
Shares 365,947 Value ($000) $12,739 Avg Close — Range —
Q3 2021
Shares 350,322 Value ($000) $11,704 Avg Close — Range —
Q2 2021
Shares 328,311 Value ($000) $11,067 Avg Close — Range —