ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 92,695 Value ($000) $7,524 Avg Close — Range —
Q3 2025
Shares 15,339 Value ($000) $1,116 Avg Close — Range —
Q2 2025
Shares 13,781 Value ($000) $859 Avg Close — Range —
Q1 2025
Shares 14,488 Value ($000) $854 Avg Close — Range —
Q4 2024
Shares 14,768 Value ($000) $731 Avg Close — Range —
Q3 2024
Shares 9,614 Value ($000) $478 Avg Close — Range —
Q2 2024
Shares 9,590 Value ($000) $421 Avg Close — Range —
Q1 2024
Shares 9,421 Value ($000) $396 Avg Close — Range —
Q4 2023
Shares 8,185 Value ($000) $319 Avg Close — Range —
Q3 2023
Shares 9,590 Value ($000) $336 Avg Close — Range —
Q2 2023
Shares 9,746 Value ($000) $355 Avg Close — Range —