ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Summit Financial Wealth Advisors, LLC's Holding History (CIK: 0001632283)

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

Q3 2025
Shares 2,797 Value ($000) $204 Avg Close — Range —
Q2 2025
Shares 5,547 Value ($000) $346 Avg Close — Range —
Q1 2025
Shares 5,547 Value ($000) $327 Avg Close — Range —
Q4 2024
Shares 6,367 Value ($000) $339 Avg Close — Range —
Q3 2024
Shares 6,367 Value ($000) $316 Avg Close — Range —
Q2 2024
Shares 6,367 Value ($000) $280 Avg Close — Range —
Q1 2024
Shares 6,367 Value ($000) $267 Avg Close — Range —
Q4 2023
Shares 6,307 Value ($000) $246 Avg Close — Range —
Q3 2023
Shares 6,307 Value ($000) $235 Avg Close — Range —
Q2 2023
Shares 6,307 Value ($000) $230 Avg Close — Range —
Q1 2023
Shares 6,307 Value ($000) $236 Avg Close — Range —
Q4 2021
Shares 6,008 Value ($000) $207 Avg Close — Range —