ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Montis Financial, LLC's Holding History (CIK: 0001844314)

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

Q4 2025
Shares 24,378 Value ($000) $1,979 Avg Close — Range —
Q3 2025
Shares 24,378 Value ($000) $1,774 Avg Close — Range —
Q2 2025
Shares 24,378 Value ($000) $1,520 Avg Close — Range —
Q1 2025
Shares 24,378 Value ($000) $1,437 Avg Close — Range —
Q4 2024
Shares 24,524 Value ($000) $1,214 Avg Close — Range —
Q3 2024
Shares 25,005 Value ($000) $1,243 Avg Close — Range —
Q2 2024
Shares 27,723 Value ($000) $1,218 Avg Close — Range —
Q1 2024
Shares 31,879 Value ($000) $1,339 Avg Close — Range —
Q4 2023
Shares 24,339 Value ($000) $950 Avg Close — Range —
Q3 2023
Shares 24,510 Value ($000) $858 Avg Close — Range —
Q2 2023
Shares 24,510 Value ($000) $892 Avg Close — Range —
Q1 2023
Shares 24,441 Value ($000) $913 Avg Close — Range —
Q4 2022
Shares 24,441 Value ($000) $845 Avg Close — Range —
Q3 2022
Shares 24,441 Value ($000) $771 Avg Close — Range —
Q2 2022
Shares 17,858 Value ($000) $613 Avg Close — Range —
Q1 2022
Shares 9,641 Value ($000) $355 Avg Close — Range —