ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Forthright Family Wealth Advisory LLC's Holding History (CIK: 0002008648)

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

Q4 2025
Shares 47,007 Value ($000) $3,816 Avg Close — Range —
Q3 2025
Shares 45,316 Value ($000) $3,298 Avg Close — Range —
Q2 2025
Shares 26,493 Value ($000) $1,652 Avg Close — Range —
Q1 2025
Shares 26,890 Value ($000) $1,585 Avg Close — Range —
Q4 2024
Shares 26,467 Value ($000) $1,310 Avg Close — Range —