ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025
Shares 428,007 Value ($000) $34,741 Avg Close — Range —
Q3 2025
Shares 436,676 Value ($000) $31,777 Avg Close — Range —
Q2 2025
Shares 283,060 Value ($000) $17,652 Avg Close — Range —
Q1 2025
Shares 403,191 Value ($000) $23,772 Avg Close — Range —
Q4 2024
Shares 220,128 Value ($000) $10,899 Avg Close — Range —
Q3 2024
Shares 14,294 Value ($000) $710 Avg Close — Range —
Q2 2024
Shares 14,162 Value ($000) $622 Avg Close — Range —
Q1 2024
Shares 16,782 Value ($000) $705 Avg Close — Range —
Q4 2023
Shares 19,389 Value ($000) $757 Avg Close — Range —
Q3 2023
Shares 30,535 Value ($000) $1,068 Avg Close — Range —
Q2 2023
Shares 35,057 Value ($000) $1,276 Avg Close — Range —
Q1 2023
Shares 48,117 Value ($000) $1,798 Avg Close — Range —
Q4 2022
Shares 46,218 Value ($000) $1,599 Avg Close — Range —
Q3 2022
Shares 52,239 Value ($000) $1,647 Avg Close — Range —
Q2 2022
Shares 58,035 Value ($000) $1,991 Avg Close — Range —
Q1 2022
Shares 58,359 Value ($000) $2,149 Avg Close — Range —
Q4 2021
Shares 59,425 Value ($000) $2,069 Avg Close — Range —
Q3 2021
Shares 71,043 Value ($000) $2,374 Avg Close — Range —
Q2 2021
Shares 62,688 Value ($000) $2,113 Avg Close — Range —