ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

waypoint wealth counsel's Holding History (CIK: 0001807909)

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

Q4 2025
Shares 80,321 Value ($000) $6,520 Avg Close — Range —
Q3 2025
Shares 80,884 Value ($000) $5,886 Avg Close — Range —
Q2 2025
Shares 80,331 Value ($000) $5,009 Avg Close — Range —
Q1 2025
Shares 78,597 Value ($000) $4,634 Avg Close — Range —
Q4 2024
Shares 78,597 Value ($000) $3,891 Avg Close — Range —
Q3 2024
Shares 78,874 Value ($000) $3,920 Avg Close — Range —
Q2 2024
Shares 79,099 Value ($000) $3,475 Avg Close — Range —
Q1 2024
Shares 78,760 Value ($000) $3,309 Avg Close — Range —
Q4 2023
Shares 78,271 Value ($000) $3,055 Avg Close — Range —
Q3 2023
Shares 79,521 Value ($000) $2,782 Avg Close — Range —
Q2 2023
Shares 79,521 Value ($000) $2,894 Avg Close — Range —
Q1 2023
Shares 79,521 Value ($000) $2,972 Avg Close — Range —
Q4 2022
Shares 77,721 Value ($000) $2,688 Avg Close — Range —