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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
Q2 		$17.5M Buy
232,160
+23,653
+11% +$2.01M 1.84% 9
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 $1.55T 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

Lifeworks Advisors's IAU Position: Q2 2026 in Review

Lifeworks Advisors increased its iShares Gold Trust (IAU) stake by 11% in Q2 2026, buying an estimated $2.01M and bringing the position to 232,160 shares worth $17.5M. The position accounts for 1.84% of the portfolio, ranked #9.

Lifeworks Advisors first reported a position in IAU in Q1 2023 and has held it in 14 quarters since. The position peaked at $18.5M in Q4 2025. 1,910 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Lifeworks Advisors held 232,160 shares of iShares Gold Trust worth $17.5M as of Q2 2026.
  • Lifeworks Advisors bought 23,653 iShares Gold Trust shares in Q2 2026, an estimated $2.01M.
  • iShares Gold Trust made up 1.84% of Lifeworks Advisors's portfolio in Q2 2026, its #9 holding.
  • Lifeworks Advisors first reported a position in iShares Gold Trust in Q1 2023 and has held it in 14 quarters since.
  • Lifeworks Advisors's iShares Gold Trust position peaked at $18.5M in Q4 2025.
  • 1,910 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.