ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 732,603 Value ($000) $59,465 Avg Close — Range —
Q3 2025
Shares 706,174 Value ($000) $51,388 Avg Close — Range —
Q2 2025
Shares 520,439 Value ($000) $32,455 Avg Close — Range —
Q1 2025
Shares 456,953 Value ($000) $26,942 Avg Close — Range —
Q4 2024
Shares 365,300 Value ($000) $18,086 Avg Close — Range —
Q3 2024
Shares 306,735 Value ($000) $15,245 Avg Close — Range —
Q2 2024
Shares 242,181 Value ($000) $10,639 Avg Close — Range —
Q1 2024
Shares 249,607 Value ($000) $10,486 Avg Close — Range —
Q4 2023
Shares 259,711 Value ($000) $10,137 Avg Close — Range —
Q3 2023
Shares 194,406 Value ($000) $6,802 Avg Close — Range —
Q2 2023
Shares 269,150 Value ($000) $9,794 Avg Close — Range —
Q1 2023
Shares 299,220 Value ($000) $11,182 Avg Close — Range —
Q4 2022
Shares 178,630 Value ($000) $6,179 Avg Close — Range —
Q3 2022
Shares 194,618 Value ($000) $6,136 Avg Close — Range —
Q2 2022
Shares 208,948 Value ($000) $7,169 Avg Close — Range —
Q1 2022
Shares 201,361 Value ($000) $7,416 Avg Close — Range —
Q4 2021
Shares 195,948 Value ($000) $6,821 Avg Close — Range —
Q3 2021
Shares 196,914 Value ($000) $6,579 Avg Close — Range —
Q2 2021
Shares 215,023 Value ($000) $7,248 Avg Close — Range —