ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

GoalVest Advisory LLC's Holding History (CIK: 0001839307)

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

Q4 2025
Shares 250 Value ($000) $20 Avg Close — Range —
Q3 2025
Shares 250 Value ($000) $18 Avg Close — Range —
Q2 2025
Shares 550 Value ($000) $34 Avg Close — Range —
Q1 2025
Shares 550 Value ($000) $32 Avg Close — Range —
Q4 2024
Shares 550 Value ($000) $27 Avg Close — Range —
Q3 2024
Shares 550 Value ($000) $27 Avg Close — Range —
Q2 2024
Shares 550 Value ($000) $24 Avg Close — Range —
Q1 2024
Shares 250 Value ($000) $11 Avg Close — Range —
Q1 2023
Shares 247 Value ($000) $9 Avg Close — Range —