LifePlan Financial Group’s iShares Gold Trust IAU Stock Holding History

LifePlan Financial Group’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
2020 Q3	$100K	Buy	2,784 +29	+1%	+$1.06K	0.04%	183
2020 Q2	$94K	Buy	2,755 +15	+0.5%	+$492	0.04%	182
2020 Q1	$83K	Sell	2,740 -282	-9%	-$8.53K	0.04%	179
2019 Q4	$88K	Hold	3,022	–	–	0.04%	198
2019 Q3	$85K	Buy	3,022 +492	+19%	+$13.9K	0.04%	196
2019 Q2	$68K	Hold	2,530	–	–	0.03%	212
2019 Q1	$63K	Hold	2,530	–	–	0.03%	217
2018 Q4	$62K	Hold	2,530	–	–	0.04%	213
2018 Q3	$58K	Hold	2,530	–	–	0.03%	233
2018 Q2	$61K	Hold	2,530	–	–	0.03%	222
2018 Q1	$64K	Buy	+2,530	New	+$64.6K	0.04%	200
2015 Q2	–	Sell	-14,202	Closed	-$325K	–	98
2015 Q1	$325K	Sell	14,202 -200,008	-93%	-$4.71M	0.22%	54
2014 Q4	$4.9M	Buy	214,210 +207,703	+3,192%	+$4.83M	3.25%	10
2014 Q3	$152K	Buy	+6,507	New	+$162K	0.13%	66
2014 Q2	–	Sell	-5,756	Closed	-$143K	–	126
2014 Q1	$143K	Buy	5,756 +3,835	+200%	+$96.2K	0.11%	74
2013 Q4	$45K	Hold	1,921	–	–	0.03%	111
2013 Q3	$50K	Buy	1,921 +1,489	+345%	+$38.4K	0.04%	107
2013 Q2	$10K	Buy	+432	New	+$11.9K	0.01%	117

Other funds holding IAU

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LifePlan Financial Group's IAU Position: Q3 2020 in Review

LifePlan Financial Group increased its iShares Gold Trust (IAU) stake by 1.1% in Q3 2020, buying an estimated $1.06K and bringing the position to 2,784 shares worth $100K. The position accounts for 0.04% of the portfolio, ranked #183.

LifePlan Financial Group first reported a position in IAU in Q2 2013 and has held it in 18 quarters since. The position peaked at $4.9M in Q4 2014. 877 funds tracked by Wall St. Rank hold IAU as of Q3 2020.

LifePlan Financial Group held 2,784 shares of iShares Gold Trust worth $100K as of Q3 2020.
LifePlan Financial Group bought 29 iShares Gold Trust shares in Q3 2020, an estimated $1.06K.
iShares Gold Trust made up 0.04% of LifePlan Financial Group's portfolio in Q3 2020, its #183 holding.
LifePlan Financial Group first reported a position in iShares Gold Trust in Q2 2013 and has held it in 18 quarters since.
LifePlan Financial Group's iShares Gold Trust position peaked at $4.9M in Q4 2014.
877 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.