ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Naviter Wealth, LLC's Holding History (CIK: 0001855567)

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

Q4 2025
Shares 28,394 Value ($000) $2,305 Avg Close — Range —
Q3 2025
Shares 31,210 Value ($000) $2,271 Avg Close — Range —
Q2 2025
Shares 31,180 Value ($000) $1,944 Avg Close — Range —
Q1 2025
Shares 30,820 Value ($000) $1,792 Avg Close — Range —
Q4 2024
Shares 30,679 Value ($000) $1,519 Avg Close — Range —
Q3 2024
Shares 30,579 Value ($000) $1,520 Avg Close — Range —
Q2 2024
Shares 23,346 Value ($000) $1,026 Avg Close — Range —
Q1 2024
Shares 9,461 Value ($000) $397 Avg Close — Range —
Q4 2023
Shares 32,427 Value ($000) $1,266 Avg Close — Range —
Q3 2023
Shares 32,427 Value ($000) $1,135 Avg Close — Range —
Q2 2023
Shares 43,155 Value ($000) $1,570 Avg Close — Range —
Q1 2023
Shares 43,155 Value ($000) $1,613 Avg Close — Range —
Q4 2022
Shares 283,347 Value ($000) $10,413 Avg Close — Range —
Q3 2022
Shares 630,873 Value ($000) $19,891 Avg Close — Range —
Q2 2022
Shares 517,165 Value ($000) $17,744 Avg Close — Range —
Q1 2022
Shares 564,201 Value ($000) $20,780 Avg Close — Range —
Q4 2021
Shares 834,953 Value ($000) $29,065 Avg Close — Range —