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Evercore Wealth Management, LLC
> IAU
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | ISHARES GOLD TRUST | IAU | 690,770 | -1,067 | 25,137,120,000 | -716,829,000 | $36,390.00 |
| 03/31/2023 | ISHARES GOLD TRUST | IAU | 691,837 | 110 | 25,853,949,000 | 25,832,139,000 | $37,370.00 |
| 09/30/2022 | ISHARES GOLD TRUST | IAU | 691,727 | -1,250 | 21,810,000 | -1,966,000 | $31.53 |
| 06/30/2022 | ISHARES GOLD TRUST | IAU | 692,977 | 612 | 23,776,000 | -1,723,000 | $34.31 |
| 03/31/2022 | ISHARES GOLD TRUST | IAU | 692,365 | 12,304 | 25,499,000 | 1,826,000 | $36.83 |
| 12/31/2021 | ISHARES GOLD TRUST | IAU | 680,061 | -21,635 | 23,673,000 | 230,000 | $34.81 |
| 09/30/2021 | ISHARES GOLD TRUST | IAU | 701,696 | 50,692 | 23,443,000 | 1,497,000 | $33.41 |
| 06/30/2021 | ISHARES GOLD TRUST | IAU | 651,004 | 651,004 | 21,946,000 | 21,946,000 | $33.71 |
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