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LifeWealth Investments’s iShares Gold Trust IAU Stock Holding History

LifeWealth Investments’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 		$10.4M Buy
137,841
+14,720
+12% +$1.25M 2.78% 9
2026
Q1 		$10.9M Buy
123,121
+10,626
+9% +$975K 3.24% 7
2025
Q4 		$9.13M Sell
112,495
-4,839
-4% -$378K 2.89% 9
2025
Q3 		$8.54M Buy
117,334
+1,378
+1% +$89.9K 2.81% 10
2025
Q2 		$7.23M Buy
115,956
+24,444
+27% +$1.51M 2.63% 10
2025
Q1 		$5.4M Buy
91,512
+31,454
+52% +$1.7M 2.59% 8
2024
Q4 		$2.97M Buy
+60,058
New +$3.02M 1.97% 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 22.9% 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

LifeWealth Investments's IAU Position: Q2 2026 in Review

LifeWealth Investments increased its iShares Gold Trust (IAU) stake by 12% in Q2 2026, buying an estimated $1.25M and bringing the position to 137,841 shares worth $10.4M. The position accounts for 2.78% of the portfolio, ranked #9.

LifeWealth Investments first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.9M in Q1 2026. 1,914 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • LifeWealth Investments held 137,841 shares of iShares Gold Trust worth $10.4M as of Q2 2026.
  • LifeWealth Investments bought 14,720 iShares Gold Trust shares in Q2 2026, an estimated $1.25M.
  • iShares Gold Trust made up 2.78% of LifeWealth Investments's portfolio in Q2 2026, its #9 holding.
  • LifeWealth Investments first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
  • LifeWealth Investments's iShares Gold Trust position peaked at $10.9M in Q1 2026.
  • 1,914 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.