ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Concord Wealth Partners's Holding History (CIK: 0001814214)

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

Q4 2025
Shares 186 Value ($000) $15 Avg Close — Range —
Q3 2025
Shares 186 Value ($000) $14 Avg Close — Range —
Q2 2025
Shares 31 Value ($000) $2 Avg Close — Range —
Q1 2025
Shares 31 Value ($000) $2 Avg Close — Range —
Q4 2024
Shares 31 Value ($000) $2 Avg Close — Range —
Q3 2024
Shares 144 Value ($000) $7 Avg Close — Range —
Q2 2024
Shares 144 Value ($000) $6 Avg Close — Range —
Q1 2024
Shares 144 Value ($000) $6 Avg Close — Range —
Q4 2023
Shares 144 Value ($000) $6 Avg Close — Range —
Q3 2023
Shares 2,061 Value ($000) $72 Avg Close — Range —
Q2 2023
Shares 2,072 Value ($000) $75 Avg Close — Range —
Q1 2023
Shares 1,928 Value ($000) $72 Avg Close — Range —
Q4 2022
Shares 1,730 Value ($000) $60 Avg Close — Range —
Q2 2022
Shares 331 Value ($000) $11 Avg Close — Range —
Q4 2021
Shares 187 Value ($000) $7 Avg Close — Range —
Q2 2021
Shares 610 Value ($000) $21 Avg Close — Range —