ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 2,534,729 Value ($000) $205,744 Avg Close — Range —
Q3 2025
Shares 526,441 Value ($000) $38,309 Avg Close — Range —
Q2 2025
Shares 96,166 Value ($000) $5,997 Avg Close — Range —
Q1 2025
Shares 50,291 Value ($000) $2,965 Avg Close — Range —
Q4 2024
Shares 30,680 Value ($000) $1,519 Avg Close — Range —
Q3 2024
Shares 14,291 Value ($000) $710 Avg Close — Range —
Q2 2024
Shares 11,714 Value ($000) $515 Avg Close — Range —
Q1 2024
Shares 7,845 Value ($000) $330 Avg Close — Range —
Q4 2023
Shares 7,409 Value ($000) $289 Avg Close — Range —