ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Williams Jones Wealth Management, LLC.'s Holding History (CIK: 0001788587)

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

Q4 2025
Shares 633,852 Value ($000) $51,450 Avg Close — Range —
Q3 2025
Shares 604,705 Value ($000) $44,004 Avg Close — Range —
Q2 2025
Shares 392,635 Value ($000) $24,485 Avg Close — Range —
Q1 2025
Shares 256,434 Value ($000) $15,119 Avg Close — Range —
Q4 2024
Shares 151,084 Value ($000) $7,480 Avg Close — Range —
Q3 2024
Shares 87,306 Value ($000) $4,339 Avg Close — Range —
Q2 2024
Shares 86,706 Value ($000) $3,809 Avg Close — Range —
Q1 2024
Shares 30,821 Value ($000) $1,295 Avg Close — Range —
Q4 2023
Shares 32,346 Value ($000) $1,262 Avg Close — Range —
Q3 2023
Shares 28,251 Value ($000) $989 Avg Close — Range —
Q2 2023
Shares 28,251 Value ($000) $1,028 Avg Close — Range —
Q1 2023
Shares 27,840 Value ($000) $1,040 Avg Close — Range —
Q4 2022
Shares 27,265 Value ($000) $943 Avg Close — Range —
Q3 2022
Shares 28,993 Value ($000) $914 Avg Close — Range —
Q2 2022
Shares 28,475 Value ($000) $977 Avg Close — Range —
Q1 2022
Shares 29,430 Value ($000) $1,084 Avg Close — Range —
Q4 2021
Shares 22,556 Value ($000) $785 Avg Close — Range —
Q3 2021
Shares 23,369 Value ($000) $781 Avg Close — Range —
Q2 2021
Shares 23,369 Value ($000) $788 Avg Close — Range —