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Lifeworks Advisors’s iShares Gold Trust IAU Stock Holding History

Lifeworks 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 		$18.4M Sell
208,507
-19,799
-9% -$1.82M 2.36% 4
2025
Q4 		$18.5M Buy
228,306
+7,665
+3% +$599K 2.4% 4
2025
Q3 		$16.1M Buy
220,641
+26,158
+13% +$1.71M 2.14% 6
2025
Q2 		$12.1M Sell
194,483
-8,482
-4% -$526K 1.81% 8
2025
Q1 		$12M Buy
202,965
+31,223
+18% +$1.69M 1.99% 7
2024
Q4 		$8.5M Buy
171,742
+26,290
+18% +$1.32M 1.53% 8
2024
Q3 		$7.23M Buy
145,452
+29,286
+25% +$1.37M 1.42% 10
2024
Q2 		$5.1M Buy
116,166
+6,785
+6% +$300K 1.42% 23
2024
Q1 		$4.6M Buy
109,381
+26,702
+32% +$1.05M 1.29% 23
2023
Q4 		$3.23M Buy
82,679
+15,669
+23% +$586K 1.11% 29
2023
Q3 		$2.34M Buy
67,010
+21,804
+48% +$796K 0.91% 34
2023
Q2 		$1.65M Buy
45,206
+24,566
+119% +$921K 0.7% 44
2023
Q1 		$771K Buy
+20,640
New +$741K 0.36% 86

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Lifeworks Advisors's IAU Position: Q1 2026 in Review

Lifeworks Advisors reduced its iShares Gold Trust (IAU) stake by 8.7% in Q1 2026, selling an estimated $1.82M and leaving 208,507 shares worth $18.4M. The position accounts for 2.36% of the portfolio, ranked #4.

Lifeworks Advisors first reported a position in IAU in Q1 2023 and has held it in 13 quarters since. The position peaked at $18.5M in Q4 2025. 1,961 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Lifeworks Advisors held 208,507 shares of iShares Gold Trust worth $18.4M as of Q1 2026.
  • Lifeworks Advisors sold 19,799 iShares Gold Trust shares in Q1 2026, an estimated $1.82M.
  • iShares Gold Trust made up 2.36% of Lifeworks Advisors's portfolio in Q1 2026, its #4 holding.
  • Lifeworks Advisors first reported a position in iShares Gold Trust in Q1 2023 and has held it in 13 quarters since.
  • Lifeworks Advisors's iShares Gold Trust position peaked at $18.5M in Q4 2025.
  • 1,961 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.