ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Avantra Family Wealth, Inc.'s Holding History (CIK: 0001774744)

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

Q4 2025
Shares 6,301 Value ($000) $511 Avg Close — Range —
Q3 2025
Shares 6,319 Value ($000) $460 Avg Close — Range —
Q2 2025
Shares 4,276 Value ($000) $267 Avg Close — Range —
Q1 2025
Shares 4,193 Value ($000) $247 Avg Close — Range —