ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

CARL STUART INVESTMENT ADVISOR, INC's Holding History (CIK: 0001910180)

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

Q4 2025
Shares 560,670 Value ($000) $45,510 Avg Close — Range —
Q3 2025
Shares 583,889 Value ($000) $42,490 Avg Close — Range —
Q2 2025
Shares 590,679 Value ($000) $36,835 Avg Close — Range —
Q1 2025
Shares 610,426 Value ($000) $35,991 Avg Close — Range —
Q4 2024
Shares 617,752 Value ($000) $30,585 Avg Close — Range —
Q3 2024
Shares 622,549 Value ($000) $30,941 Avg Close — Range —
Q2 2024
Shares 622,756 Value ($000) $27,358 Avg Close — Range —
Q1 2024
Shares 627,101 Value ($000) $26,345 Avg Close — Range —
Q4 2023
Shares 613,757 Value ($000) $23,955 Avg Close — Range —
Q3 2023
Shares 618,455 Value ($000) $21,423 Avg Close — Range —
Q2 2023
Shares 614,347 Value ($000) $22,356 Avg Close — Range —
Q1 2023
Shares 616,473 Value ($000) $16 Avg Close — Range —
Q4 2022
Shares 439,440 Value ($000) $15,200 Avg Close — Range —
Q3 2022
Shares 659,316 Value ($000) $21,481 Avg Close — Range —
Q2 2022
Shares 655,062 Value ($000) $21,663 Avg Close — Range —
Q1 2022
Shares 654,902 Value ($000) $241,200 Avg Close — Range —
Q4 2021
Shares 631,194 Value ($000) $21,972 Avg Close — Range —