ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Fortis Group Advisors, LLC's Holding History (CIK: 0001815183)

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

Q4 2025
Shares 63,626 Value ($000) $5,803 Avg Close Range
Q3 2025
Shares 56,932 Value ($000) $4,292 Avg Close Range
Q2 2025
Shares 76,872 Value ($000) $4,767 Avg Close Range
Q1 2025
Shares 156,952 Value ($000) $9,254 Avg Close Range
Q4 2024
Shares 82,436 Value ($000) $4,081 Avg Close Range
Q3 2024
Shares 265,254 Value ($000) $13,183 Avg Close Range
Q2 2024
Shares 230,938 Value ($000) $10,145 Avg Close Range
Q1 2024
Shares 136,786 Value ($000) $5,746 Avg Close Range
Q4 2023
Shares 99,466 Value ($000) $3,717 Avg Close Range
Q3 2023
Shares 99,466 Value ($000) $3,717 Avg Close Range
Q2 2023
Shares 86,222 Value ($000) $3,138 Avg Close Range
Q1 2023
Shares 113,862 Value ($000) $4,294 Avg Close Range