ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

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

Q4 2025
Shares 20,438 Value ($000) $1,659 Avg Close — Range —
Q3 2025
Shares 19,328 Value ($000) $1,406 Avg Close — Range —
Q2 2025
Shares 39,051 Value ($000) $2,435 Avg Close — Range —
Q1 2025
Shares 41,395 Value ($000) $2,441 Avg Close — Range —
Q4 2024
Shares 27,130 Value ($000) $1,343 Avg Close — Range —
Q3 2024
Shares 18,117 Value ($000) $900 Avg Close — Range —
Q2 2024
Shares 20,937 Value ($000) $920 Avg Close — Range —
Q1 2024
Shares 47,125 Value ($000) $1,980 Avg Close — Range —
Q4 2023
Shares 38,621 Value ($000) $1,507 Avg Close — Range —
Q3 2023
Shares 38,621 Value ($000) $1,351 Avg Close — Range —