ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

AllGen Financial Advisors, Inc.'s Holding History (CIK: 0001964809)

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

Q4 2025
Shares 378,708 Value ($000) $30,740 Avg Close — Range —
Q3 2025
Shares 366,084 Value ($000) $26,640 Avg Close — Range —
Q2 2025
Shares 361,432 Value ($000) $22,539 Avg Close — Range —
Q1 2025
Shares 367,756 Value ($000) $21,683 Avg Close — Range —
Q4 2024
Shares 395,101 Value ($000) $19,561 Avg Close — Range —
Q3 2024
Shares 403,803 Value ($000) $20,069 Avg Close — Range —
Q2 2024
Shares 397,299 Value ($000) $17,453 Avg Close — Range —
Q1 2024
Shares 337,657 Value ($000) $14,185 Avg Close — Range —
Q4 2023
Shares 329,144 Value ($000) $12,846 Avg Close — Range —
Q3 2022
Shares 298,512 Value ($000) $8,662 Avg Close — Range —
Q2 2022
Shares 212,570 Value ($000) $6,865 Avg Close — Range —
Q2 2021
Shares 440,265 Value ($000) $14,841 Avg Close — Range —
Q1 2021
Shares 942,193 Value ($000) $15,320 Avg Close — Range —
Q4 2020
Shares 930,826 Value ($000) $16,876 Avg Close — Range —