ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 270,136 Value ($000) $21,927 Avg Close — Range —
Q3 2025
Shares 274,907 Value ($000) $20,005 Avg Close — Range —
Q2 2025
Shares 274,775 Value ($000) $17,135 Avg Close — Range —
Q1 2025
Shares 279,758 Value ($000) $16,495 Avg Close — Range —
Q4 2024
Shares 84,118 Value ($000) $4,165 Avg Close — Range —
Q3 2024
Shares 4,973 Value ($000) $247 Avg Close — Range —