ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Holistic Financial Partners's Holding History (CIK: 0001729304)

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

Q4 2025
Shares 30,322 Value ($000) $2,461 Avg Close — Range —
Q3 2025
Shares 32,987 Value ($000) $2,400 Avg Close — Range —
Q2 2025
Shares 32,987 Value ($000) $2,057 Avg Close — Range —
Q1 2025
Shares 32,987 Value ($000) $1,945 Avg Close — Range —
Q4 2024
Shares 32,987 Value ($000) $1,633 Avg Close — Range —
Q3 2024
Shares 32,987 Value ($000) $1,639 Avg Close — Range —
Q2 2024
Shares 32,987 Value ($000) $1,449 Avg Close — Range —
Q1 2024
Shares 32,987 Value ($000) $1,386 Avg Close — Range —
Q4 2023
Shares 32,987 Value ($000) $1,287 Avg Close — Range —
Q3 2023
Shares 32,987 Value ($000) $1,154 Avg Close — Range —
Q2 2023
Shares 33,119 Value ($000) $1,205 Avg Close — Range —
Q1 2023
Shares 33,119 Value ($000) $1,238 Avg Close — Range —
Q4 2022
Shares 33,119 Value ($000) $1,146 Avg Close — Range —
Q3 2022
Shares 33,119 Value ($000) $1,044 Avg Close — Range —
Q2 2022
Shares 33,119 Value ($000) $1,136 Avg Close — Range —
Q1 2022
Shares 33,119 Value ($000) $1,220 Avg Close — Range —
Q4 2021
Shares 33,119 Value ($000) $1,153 Avg Close — Range —
Q3 2021
Shares 33,119 Value ($000) $1,107 Avg Close — Range —
Q2 2021
Shares 33,119 Value ($000) $1,116 Avg Close — Range —