ISHARES GOLD TR

Ticker: IAUM CUSIP: 46436F103 Class: SHARES REPRESENT

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025
Shares 5,799 Value ($000) $249 Avg Close — Range —
Q3 2025
Shares 5,799 Value ($000) $223 Avg Close — Range —