ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Wellspring Financial Advisors, LLC's Holding History (CIK: 0001811308)

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

Q4 2025
Shares 101,062 Value ($000) $8,204 Avg Close — Range —
Q3 2025
Shares 102,734 Value ($000) $7,476 Avg Close — Range —
Q2 2025
Shares 102,734 Value ($000) $6,406 Avg Close — Range —
Q1 2025
Shares 102,734 Value ($000) $6,057 Avg Close — Range —
Q4 2024
Shares 100,993 Value ($000) $5,000 Avg Close — Range —
Q3 2024
Shares 104,183 Value ($000) $5,178 Avg Close — Range —
Q2 2024
Shares 135,224 Value ($000) $5,940 Avg Close — Range —
Q1 2024
Shares 140,504 Value ($000) $5,903 Avg Close — Range —
Q4 2023
Shares 160,677 Value ($000) $6,271 Avg Close — Range —
Q3 2023
Shares 162,770 Value ($000) $5,695 Avg Close — Range —
Q2 2023
Shares 164,645 Value ($000) $5,991 Avg Close — Range —
Q1 2023
Shares 174,721 Value ($000) $6,529 Avg Close — Range —
Q4 2022
Shares 175,431 Value ($000) $6,068 Avg Close — Range —
Q3 2022
Shares 193,083 Value ($000) $6,088 Avg Close — Range —
Q2 2022
Shares 203,498 Value ($000) $6,982 Avg Close — Range —
Q1 2022
Shares 279,786 Value ($000) $10,305 Avg Close — Range —
Q4 2021
Shares 244,454 Value ($000) $8,472 Avg Close — Range —
Q3 2021
Shares 243,135 Value ($000) $8,089 Avg Close — Range —
Q2 2021
Shares 247,395 Value ($000) $8,305 Avg Close — Range —