ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Sterling Financial Planning, Inc.'s Holding History (CIK: 0001844278)

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

Q4 2025
Shares 257,929 Value ($000) $20,936 Avg Close — Range —
Q3 2025
Shares 273,359 Value ($000) $19,892 Avg Close — Range —
Q2 2025
Shares 279,688 Value ($000) $17,441 Avg Close — Range —
Q1 2025
Shares 304,027 Value ($000) $17,925 Avg Close — Range —
Q4 2024
Shares 314,431 Value ($000) $15,567 Avg Close — Range —
Q3 2024
Shares 329,906 Value ($000) $16,396 Avg Close — Range —
Q2 2024
Shares 329,362 Value ($000) $14,469 Avg Close — Range —
Q1 2024
Shares 348,104 Value ($000) $14,624 Avg Close — Range —
Q4 2023
Shares 345,741 Value ($000) $13,494 Avg Close — Range —
Q3 2023
Shares 346,022 Value ($000) $12,107 Avg Close — Range —
Q2 2023
Shares 344,769 Value ($000) $12,546 Avg Close — Range —
Q1 2023
Shares 347,746 Value ($000) $12,995 Avg Close — Range —
Q4 2022
Shares 337,933 Value ($000) $11,689 Avg Close — Range —
Q3 2022
Shares 326,694 Value ($000) $10,301 Avg Close — Range —
Q2 2022
Shares 272,616 Value ($000) $9,353 Avg Close — Range —
Q1 2022
Shares 270,026 Value ($000) $9,945 Avg Close — Range —
Q4 2021
Shares 242,043 Value ($000) $8,425 Avg Close — Range —
Q3 2021
Shares 223,145 Value ($000) $7,455 Avg Close — Range —
Q2 2021
Shares 206,586 Value ($000) $6,964 Avg Close — Range —