ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

BSW Wealth Partners's Holding History (CIK: 0001512601)

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

Q4 2025
Shares 154,247 Value ($000) $12,520 Avg Close — Range —
Q3 2025
Shares 154,332 Value ($000) $11,231 Avg Close — Range —
Q2 2025
Shares 153,429 Value ($000) $9,568 Avg Close — Range —
Q1 2025
Shares 149,779 Value ($000) $8,831 Avg Close — Range —
Q4 2024
Shares 143,729 Value ($000) $7,116 Avg Close — Range —
Q3 2024
Shares 138,968 Value ($000) $6,907 Avg Close — Range —
Q2 2024
Shares 148,212 Value ($000) $6,511 Avg Close — Range —
Q1 2024
Shares 154,625 Value ($000) $6,496 Avg Close — Range —
Q4 2023
Shares 154,616 Value ($000) $6,035 Avg Close — Range —
Q3 2023
Shares 161,337 Value ($000) $5,645 Avg Close — Range —
Q2 2023
Shares 160,953 Value ($000) $5,857 Avg Close — Range —
Q1 2023
Shares 162,183 Value ($000) $6,061 Avg Close — Range —
Q4 2022
Shares 182,152 Value ($000) $6 Avg Close — Range —
Q3 2022
Shares 183,254 Value ($000) $5,778 Avg Close — Range —
Q2 2022
Shares 179,308 Value ($000) $6,152 Avg Close — Range —
Q1 2022
Shares 198,674 Value ($000) $7,317 Avg Close — Range —
Q4 2021
Shares 195,674 Value ($000) $6,811 Avg Close — Range —
Q3 2021
Shares 189,497 Value ($000) $6,331 Avg Close — Range —
Q2 2021
Shares 186,377 Value ($000) $6,283 Avg Close — Range —