ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Principle Wealth Partners LLC's Holding History (CIK: 0001743413)

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

Q4 2025
Shares 18,567 Value ($000) $1,507 Avg Close — Range —
Q3 2025
Shares 20,769 Value ($000) $1,511 Avg Close — Range —
Q2 2025
Shares 18,557 Value ($000) $1,157 Avg Close — Range —
Q1 2025
Shares 17,209 Value ($000) $1,015 Avg Close — Range —
Q4 2024
Shares 16,459 Value ($000) $815 Avg Close — Range —
Q3 2024
Shares 16,459 Value ($000) $818 Avg Close — Range —
Q2 2024
Shares 16,459 Value ($000) $723 Avg Close — Range —
Q1 2024
Shares 16,000 Value ($000) $672 Avg Close — Range —
Q4 2023
Shares 16,000 Value ($000) $624 Avg Close — Range —
Q3 2023
Shares 16,000 Value ($000) $560 Avg Close — Range —
Q2 2023
Shares 16,000 Value ($000) $582 Avg Close — Range —
Q1 2023
Shares 16,000 Value ($000) $598 Avg Close — Range —
Q4 2022
Shares 16,000 Value ($000) $553 Avg Close — Range —
Q3 2022
Shares 16,121 Value ($000) $508 Avg Close — Range —
Q2 2022
Shares 16,927 Value ($000) $581 Avg Close — Range —
Q1 2022
Shares 16,927 Value ($000) $623 Avg Close — Range —
Q4 2021
Shares 16,927 Value ($000) $589 Avg Close — Range —
Q3 2021
Shares 16,927 Value ($000) $566 Avg Close — Range —
Q2 2021
Shares 16,927 Value ($000) $571 Avg Close — Range —