ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 61,500 Value ($000) $4,991 Avg Close — Range —
Q3 2025
Shares 62,958 Value ($000) $4,581 Avg Close — Range —
Q2 2025
Shares 62,890 Value ($000) $3,922 Avg Close — Range —
Q4 2024
Shares 37,445 Value ($000) $1,851 Avg Close — Range —
Q3 2024
Shares 6,446 Value ($000) $320 Avg Close — Range —
Q2 2024
Shares 6,549 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 6,924 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 9,938 Value ($000) $1 Avg Close — Range —
Q3 2023
Shares 42,006 Value ($000) $1 Avg Close — Range —
Q2 2023
Shares 41,545 Value ($000) $1,512 Avg Close — Range —
Q1 2023
Shares 53,147 Value ($000) $1,972 Avg Close — Range —
Q3 2022
Shares 61,039 Value ($000) $1,924 Avg Close — Range —
Q2 2022
Shares 60,033 Value ($000) $2,059 Avg Close — Range —
Q1 2022
Shares 60,339 Value ($000) $2,229 Avg Close — Range —
Q4 2021
Shares 74,333 Value ($000) $2,583 Avg Close — Range —
Q3 2021
Shares 87,447 Value ($000) $2,929 Avg Close — Range —
Q2 2021
Shares 103,697 Value ($000) $3,492 Avg Close — Range —