ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Compound Planning, Inc.'s Holding History (CIK: 0001978879)

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

Q4 2025
Shares 128,357 Value ($000) $10,419 Avg Close — Range —
Q3 2025
Shares 125,409 Value ($000) $9,126 Avg Close — Range —
Q2 2025
Shares 122,541 Value ($000) $7,642 Avg Close — Range —
Q1 2025
Shares 117,280 Value ($000) $6,915 Avg Close — Range —
Q4 2024
Shares 123,965 Value ($000) $6,138 Avg Close — Range —
Q3 2024
Shares 108,248 Value ($000) $5,380 Avg Close — Range —
Q2 2024
Shares 102,409 Value ($000) $4,499 Avg Close — Range —
Q1 2024
Shares 77,064 Value ($000) $3,237 Avg Close — Range —
Q4 2023
Shares 5,691 Value ($000) $222 Avg Close — Range —
Q2 2023
Shares 7,000 Value ($000) $255 Avg Close — Range —
Q1 2023
Shares 8,396 Value ($000) $314 Avg Close — Range —