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LifePlan Financial’s iShares Gold Trust IAU Stock Holding History

LifePlan Financial’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 		$9.9M Sell
131,129
-4,327
-3% -$367K 6.94% 2
2026
Q1 		$11.9M Sell
135,456
-6,154
-4% -$565K 8.83% 1
2025
Q4 		$11.5M Sell
141,610
-10,919
-7% -$854K 8.82% 1
2025
Q3 		$11.1M Sell
152,529
-8,688
-5% -$567K 8.79% 1
2025
Q2 		$10.1M Sell
161,217
-15,056
-9% -$933K 8.33% 1
2025
Q1 		$10.4M Sell
176,273
-4,645
-3% -$251K 9.06% 1
2024
Q4 		$8.96M Sell
180,918
-8,521
-4% -$428K 7.91% 1
2024
Q3 		$9.42M Sell
189,439
-3,698
-2% -$173K 8.08% 1
2024
Q2 		$8.48M Sell
193,137
-4,576
-2% -$202K 7.81% 1
2024
Q1 		$8.31M Buy
197,713
+5,000
+3% +$196K 7.61% 1
2023
Q4 		$7.52M Buy
+192,713
New +$7.21M 7.53% 1

Other funds holding IAU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LifePlan Financial's IAU Position: Q2 2026 in Review

LifePlan Financial reduced its iShares Gold Trust (IAU) stake by 3.2% in Q2 2026, selling an estimated $367K and leaving 131,129 shares worth $9.9M. The position accounts for 6.94% of the portfolio, ranked #2.

LifePlan Financial first reported a position in IAU in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.9M in Q1 2026. 1,230 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • LifePlan Financial held 131,129 shares of iShares Gold Trust worth $9.9M as of Q2 2026.
  • LifePlan Financial sold 4,327 iShares Gold Trust shares in Q2 2026, an estimated $367K.
  • iShares Gold Trust made up 6.94% of LifePlan Financial's portfolio in Q2 2026, its #2 holding.
  • LifePlan Financial first reported a position in iShares Gold Trust in Q4 2023 and has held it in 11 quarters since.
  • LifePlan Financial's iShares Gold Trust position peaked at $11.9M in Q1 2026.
  • 1,230 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.