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LifeSteps Financial’s iShares Gold Trust IAU Stock Holding History

LifeSteps 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 		$22.8K Buy
+302
New +$25.6K 0.01% 292

Other funds holding IAU

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
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
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

LifeSteps Financial's IAU Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares Gold Trust (IAU) in Q2 2026: 302 shares worth $22.8K. The stake represents 0.01% of the portfolio and ranks #292 among its holdings.

913 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • LifeSteps Financial held 302 shares of iShares Gold Trust worth $22.8K as of Q2 2026.
  • iShares Gold Trust was a new LifeSteps Financial position in Q2 2026.
  • iShares Gold Trust made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #292 holding.
  • 913 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.