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LifePlan Investment Advisors’s iShares Gold Trust IAU Stock Holding History

LifePlan Investment 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 		$3.85M Buy
50,998
+1,431
+3% +$121K 1.33% 28
2026
Q1 		$4.37M Sell
49,567
-19,719
-28% -$1.81M 1.72% 20
2025
Q4 		$5.62M Sell
69,286
-1,170
-2% -$91.5K 2.29% 10
2025
Q3 		$5.13M Buy
70,456
+1,854
+3% +$121K 2.15% 12
2025
Q2 		$4.28M Sell
68,602
-4,070
-6% -$252K 2.12% 14
2025
Q1 		$4.28M Buy
72,672
+616
+0.9% +$33.3K 2.46% 11
2024
Q4 		$3.57M Buy
72,056
+2,747
+4% +$138K 2.21% 16
2024
Q3 		$3.44M Sell
69,309
-4,587
-6% -$215K 2.2% 16
2024
Q2 		$3.25M Buy
73,896
+1,344
+2% +$59.4K 2.34% 14
2024
Q1 		$3.05M Sell
72,552
-1,489
-2% -$58.4K 2.43% 14
2023
Q4 		$2.89M Buy
74,041
+553
+0.8% +$20.7K 2.64% 12
2023
Q3 		$2.57M Buy
73,488
+513
+0.7% +$18.7K 2.73% 12
2023
Q2 		$2.66M Buy
+72,975
New +$2.74M 2.97% 13

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

LifePlan Investment Advisors's IAU Position: Q2 2026 in Review

LifePlan Investment Advisors increased its iShares Gold Trust (IAU) stake by 2.9% in Q2 2026, buying an estimated $121K and bringing the position to 50,998 shares worth $3.85M. The position accounts for 1.33% of the portfolio, ranked #28.

LifePlan Investment Advisors first reported a position in IAU in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.62M in Q4 2025. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • LifePlan Investment Advisors held 50,998 shares of iShares Gold Trust worth $3.85M as of Q2 2026.
  • LifePlan Investment Advisors bought 1,431 iShares Gold Trust shares in Q2 2026, an estimated $121K.
  • iShares Gold Trust made up 1.33% of LifePlan Investment Advisors's portfolio in Q2 2026, its #28 holding.
  • LifePlan Investment Advisors first reported a position in iShares Gold Trust in Q2 2023 and has held it in 13 quarters since.
  • LifePlan Investment Advisors's iShares Gold Trust position peaked at $5.62M in Q4 2025.
  • 1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.