ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Plan Group Financial, LLC's Holding History (CIK: 0001940033)

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

Q4 2025
Shares 57,028 Value ($000) $4,629 Avg Close — Range —
Q3 2025
Shares 59,213 Value ($000) $4,309 Avg Close — Range —
Q2 2025
Shares 55,146 Value ($000) $3,439 Avg Close — Range —
Q1 2025
Shares 52,952 Value ($000) $3,122 Avg Close — Range —
Q4 2024
Shares 44,558 Value ($000) $2,206 Avg Close — Range —
Q3 2024
Shares 42,868 Value ($000) $2,131 Avg Close — Range —
Q2 2024
Shares 46,438 Value ($000) $2,040 Avg Close — Range —
Q1 2024
Shares 47,609 Value ($000) $2,000 Avg Close — Range —
Q4 2023
Shares 32,289 Value ($000) $1,260 Avg Close — Range —
Q3 2023
Shares 47,594 Value ($000) $1,665 Avg Close — Range —
Q2 2023
Shares 7,554 Value ($000) $275 Avg Close — Range —
Q2 2022
Shares 57,649 Value ($000) $1,977 Avg Close — Range —