ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

AE Wealth Management LLC's Holding History (CIK: 0001697723)

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

Q4 2025
Shares 77,191 Value ($000) $6,266 Avg Close — Range —
Q3 2025
Shares 72,777 Value ($000) $5,296 Avg Close — Range —
Q2 2025
Shares 49,779 Value ($000) $3,104 Avg Close — Range —
Q1 2025
Shares 81,520 Value ($000) $4,806 Avg Close — Range —
Q4 2024
Shares 129,820 Value ($000) $6,427 Avg Close — Range —
Q3 2024
Shares 167,849 Value ($000) $8,342 Avg Close — Range —
Q2 2024
Shares 182,231 Value ($000) $8,005 Avg Close — Range —
Q1 2024
Shares 150,066 Value ($000) $6,304 Avg Close — Range —
Q4 2023
Shares 333,233 Value ($000) $12,723 Avg Close — Range —
Q3 2023
Shares 357,392 Value ($000) $12,505 Avg Close — Range —
Q2 2023
Shares 456,555 Value ($000) $16,614 Avg Close — Range —
Q1 2023
Shares 349,746 Value ($000) $13,070 Avg Close — Range —
Q4 2022
Shares 280,219 Value ($000) $9,693 Avg Close — Range —
Q3 2022
Shares 216,998 Value ($000) $6,842 Avg Close — Range —
Q2 2022
Shares 194,955 Value ($000) $6,689 Avg Close — Range —
Q4 2021
Shares 276,153 Value ($000) $9,613 Avg Close — Range —
Q3 2021
Shares 307,293 Value ($000) $10,267 Avg Close — Range —
Q2 2021
Shares 246,299 Value ($000) $8,303 Avg Close — Range —