ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Summit Wealth Partners, LLC's Holding History (CIK: 0002033312)

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

Q4 2025
Shares 6,415 Value ($000) $521 Avg Close — Range —
Q3 2025
Shares 5,329 Value ($000) $388 Avg Close — Range —
Q2 2025
Shares 5,647 Value ($000) $352 Avg Close — Range —
Q1 2025
Shares 5,699 Value ($000) $336 Avg Close — Range —
Q4 2024
Shares 5,611 Value ($000) $278 Avg Close — Range —
Q3 2024
Shares 5,515 Value ($000) $274 Avg Close — Range —
Q2 2024
Shares 5,515 Value ($000) $242 Avg Close — Range —
Q1 2024
Shares 5,515 Value ($000) $232 Avg Close — Range —
Q4 2023
Shares 5,554 Value ($000) $217 Avg Close — Range —
Q2 2023
Shares 5,515 Value ($000) $201 Avg Close — Range —
Q1 2023
Shares 5,515 Value ($000) $206 Avg Close — Range —
Q1 2022
Shares 5,515 Value ($000) $203 Avg Close — Range —