ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Caldwell Trust Co's Holding History (CIK: 0002080218)

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

Q4 2025
Shares 2,179 Value ($000) $177 Avg Close Range
Q3 2025
Shares 2,529 Value ($000) $184 Avg Close Range
Q2 2025
Shares 2,479 Value ($000) $155 Avg Close Range
Q1 2025
Shares 2,479 Value ($000) $146 Avg Close Range
Q4 2024
Shares 1,592 Value ($000) $79 Avg Close Range
Q3 2024
Shares 1,576 Value ($000) $78 Avg Close Range
Q2 2024
Shares 1,576 Value ($000) $69 Avg Close Range
Q1 2024
Shares 1,576 Value ($000) $66 Avg Close Range
Q4 2023
Shares 1,576 Value ($000) $62 Avg Close Range
Q3 2023
Shares 1,576 Value ($000) $55 Avg Close Range
Q2 2023
Shares 1,576 Value ($000) $57 Avg Close Range
Q1 2023
Shares 1,576 Value ($000) $59 Avg Close Range
Q4 2022
Shares 1,242 Value ($000) $43 Avg Close Range
Q3 2022
Shares 1,242 Value ($000) $39 Avg Close Range
Q2 2022
Shares 1,242 Value ($000) $43 Avg Close Range
Q1 2022
Shares 908 Value ($000) $33 Avg Close Range
Q4 2021
Shares 908 Value ($000) $32 Avg Close Range
Q3 2021
Shares 908 Value ($000) $30 Avg Close Range
Q2 2021
Shares 550 Value ($000) $19 Avg Close Range