ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

BKM Wealth Management, LLC's Holding History (CIK: 0002007263)

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

Q4 2025
Shares 9,307 Value ($000) $755 Avg Close — Range —
Q3 2025
Shares 8,470 Value ($000) $616 Avg Close — Range —
Q2 2025
Shares 7,670 Value ($000) $478 Avg Close — Range —
Q1 2025
Shares 7,629 Value ($000) $450 Avg Close — Range —
Q4 2024
Shares 7,629 Value ($000) $378 Avg Close — Range —
Q3 2024
Shares 18,789 Value ($000) $934 Avg Close — Range —
Q2 2024
Shares 18,789 Value ($000) $825 Avg Close — Range —
Q1 2024
Shares 6,574 Value ($000) $276 Avg Close — Range —
Q4 2023
Shares 6,674 Value ($000) $260 Avg Close — Range —