ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Stone Point Wealth LLC's Holding History (CIK: 0001908192)

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

Q4 2025
Shares 4,981 Value ($000) $404 Avg Close — Range —
Q3 2025
Shares 5,223 Value ($000) $380 Avg Close — Range —
Q2 2025
Shares 5,223 Value ($000) $326 Avg Close — Range —
Q1 2025
Shares 5,223 Value ($000) $308 Avg Close — Range —
Q4 2024
Shares 4,142 Value ($000) $205 Avg Close — Range —
Q3 2024
Shares 4,142 Value ($000) $206 Avg Close — Range —