ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Forza Wealth Management, LLC's Holding History (CIK: 0001963030)

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

Q4 2025
Shares 208,763 Value ($000) $16,945 Avg Close — Range —
Q3 2025
Shares 226,961 Value ($000) $16,516 Avg Close — Range —
Q2 2025
Shares 228,311 Value ($000) $14,237 Avg Close — Range —
Q1 2025
Shares 227,991 Value ($000) $13,442 Avg Close — Range —
Q4 2024
Shares 212,840 Value ($000) $10,538 Avg Close — Range —
Q3 2024
Shares 210,467 Value ($000) $10,460 Avg Close — Range —
Q2 2024
Shares 205,467 Value ($000) $9,026 Avg Close — Range —
Q1 2024
Shares 203,092 Value ($000) $8,532 Avg Close — Range —
Q4 2023
Shares 204,644 Value ($000) $7,987 Avg Close — Range —
Q3 2023
Shares 206,169 Value ($000) $7,214 Avg Close — Range —
Q2 2023
Shares 205,719 Value ($000) $7,486 Avg Close — Range —
Q1 2023
Shares 207,539 Value ($000) $7,756 Avg Close — Range —
Q4 2022
Shares 205,449 Value ($000) $7,106 Avg Close — Range —