ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Sovereign Financial Group, Inc.'s Holding History (CIK: 0001846175)

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

Q4 2025
Shares 18,370 Value ($000) $1,491 Avg Close — Range —
Q3 2025
Shares 15,665 Value ($000) $1,140 Avg Close — Range —
Q2 2025
Shares 14,226 Value ($000) $887 Avg Close — Range —
Q1 2025
Shares 14,327 Value ($000) $845 Avg Close — Range —
Q4 2024
Shares 10,386 Value ($000) $514 Avg Close — Range —
Q3 2024
Shares 6,083 Value ($000) $302 Avg Close — Range —
Q2 2024
Shares 6,152 Value ($000) $270 Avg Close — Range —
Q1 2024
Shares 6,082 Value ($000) $256 Avg Close — Range —
Q4 2023
Shares 5,893 Value ($000) $230 Avg Close — Range —
Q3 2023
Shares 15,732 Value ($000) $550 Avg Close — Range —