ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

CM WEALTH ADVISORS LLC's Holding History (CIK: 0001764581)

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

Q4 2025
Shares 21,033 Value ($000) $1,707 Avg Close — Range —
Q3 2025
Shares 21,033 Value ($000) $1,531 Avg Close — Range —