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Lifelong Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Lifelong Wealth Advisors’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.62M Buy
100,889
+10,180
+11% +$864K 1.79% 11
2026
Q1 		$8M Sell
90,709
-19,350
-18% -$1.77M 2.13% 10
2025
Q4 		$8.93M Sell
110,059
-2,407
-2% -$188K 2.37% 8
2025
Q3 		$8.18M Buy
112,466
+2,930
+3% +$191K 2.43% 9
2025
Q2 		$6.83M Buy
+109,536
New +$6.79M 2.27% 10

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Lifelong Wealth Advisors's IAU Position: Q2 2026 in Review

Lifelong Wealth Advisors increased its iShares Gold Trust (IAU) stake by 11% in Q2 2026, buying an estimated $864K and bringing the position to 100,889 shares worth $7.62M. The position accounts for 1.79% of the portfolio, ranked #11.

Lifelong Wealth Advisors first reported a position in IAU in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.93M in Q4 2025. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Lifelong Wealth Advisors held 100,889 shares of iShares Gold Trust worth $7.62M as of Q2 2026.
  • Lifelong Wealth Advisors bought 10,180 iShares Gold Trust shares in Q2 2026, an estimated $864K.
  • iShares Gold Trust made up 1.79% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Lifelong Wealth Advisors first reported a position in iShares Gold Trust in Q2 2025 and has held it in 5 quarters since.
  • Lifelong Wealth Advisors's iShares Gold Trust position peaked at $8.93M in Q4 2025.
  • 1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.