ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

EverSource Wealth Advisors, LLC's Holding History (CIK: 0001710537)

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

Q4 2025
Shares 723,987 Value ($000) $58,766 Avg Close — Range —
Q3 2025
Shares 729,330 Value ($000) $53,073 Avg Close — Range —
Q2 2025
Shares 732,123 Value ($000) $45,655 Avg Close — Range —
Q1 2025
Shares 713,233 Value ($000) $42,052 Avg Close — Range —
Q4 2024
Shares 687,728 Value ($000) $34,049 Avg Close — Range —
Q3 2024
Shares 658,428 Value ($000) $32,724 Avg Close — Range —
Q2 2024
Shares 651,369 Value ($000) $30,158 Avg Close — Range —
Q1 2024
Shares 662,721 Value ($000) $28,696 Avg Close — Range —
Q4 2023
Shares 737,368 Value ($000) $28,779 Avg Close — Range —
Q3 2023
Shares 436,871 Value ($000) $15,286 Avg Close — Range —
Q2 2023
Shares 370,009 Value ($000) $13,465 Avg Close — Range —
Q1 2023
Shares 318,711 Value ($000) $11,910 Avg Close — Range —
Q4 2022
Shares 274,018 Value ($000) $9,478 Avg Close — Range —
Q3 2022
Shares 6,238 Value ($000) $197 Avg Close — Range —
Q2 2022
Shares 5,742 Value ($000) $197 Avg Close — Range —
Q1 2022
Shares 6,918 Value ($000) $255 Avg Close — Range —
Q4 2021
Shares 5,160 Value ($000) $180 Avg Close — Range —