ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

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

Q4 2025
Shares 42,634 Value ($000) $3,461 Avg Close — Range —
Q2 2025
Shares 27,963 Value ($000) $1,744 Avg Close — Range —
Q1 2025
Shares 26,762 Value ($000) $1,578 Avg Close — Range —
Q4 2024
Shares 23,619 Value ($000) $1,169 Avg Close — Range —
Q3 2024
Shares 16,700 Value ($000) $830 Avg Close — Range —
Q2 2024
Shares 18,077 Value ($000) $794 Avg Close — Range —
Q1 2024
Shares 18,635 Value ($000) $783 Avg Close — Range —
Q4 2023
Shares 18,373 Value ($000) $717 Avg Close — Range —
Q3 2023
Shares 19,400 Value ($000) $679 Avg Close — Range —
Q2 2023
Shares 41,405 Value ($000) $1,776 Avg Close — Range —
Q1 2023
Shares 34,725 Value ($000) $50 Avg Close — Range —
Q4 2022
Shares 13,560 Value ($000) $469 Avg Close — Range —
Q3 2022
Shares 14,799 Value ($000) $467 Avg Close — Range —
Q2 2022
Shares 12,120 Value ($000) $416 Avg Close — Range —
Q1 2022
Shares 11,204 Value ($000) $413 Avg Close — Range —
Q4 2021
Shares 13,083 Value ($000) $455 Avg Close — Range —
Q3 2021
Shares 13,329 Value ($000) $445 Avg Close — Range —
Q2 2021
Shares 14,018 Value ($000) $473 Avg Close — Range —