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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LifePlan Investment Advisors's IAU Position: Q1 2026 in Review

LifePlan Investment Advisors reduced its iShares Gold Trust (IAU) stake by 28% in Q1 2026, selling an estimated $1.81M and leaving 49,567 shares worth $4.37M. The position accounts for 1.72% of the portfolio, ranked #20.

LifePlan Investment Advisors first reported a position in IAU in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.62M in Q4 2025. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

LifePlan Investment Advisors held 49,567 shares of iShares Gold Trust worth $4.37M as of Q1 2026.
LifePlan Investment Advisors sold 19,719 iShares Gold Trust shares in Q1 2026, an estimated $1.81M.
iShares Gold Trust made up 1.72% of LifePlan Investment Advisors's portfolio in Q1 2026, its #20 holding.
LifePlan Investment Advisors first reported a position in iShares Gold Trust in Q2 2023 and has held it in 12 quarters since.
LifePlan Investment Advisors's iShares Gold Trust position peaked at $5.62M in Q4 2025.
1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on LifePlan Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.