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True Wealth Design’s Lifezone Metals LZM Stock Holding History

True Wealth Design’s Portfolio LZM Stock Details LZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$478 Buy
123
+45
+58% +$210 ﹤0.01% 2217
2026
Q1 		$263 Buy
78
+4
+5% +$19 ﹤0.01% 2266
2025
Q4 		$316 Sell
74
-87
-54% -$393 ﹤0.01% 2102
2025
Q3 		$883 Buy
161
+5
+3% +$23 ﹤0.01% 1792
2025
Q2 		$643 Buy
156
+147
+1,633% +$547 ﹤0.01% 1638
2025
Q1 		$38 Buy
+9
New +$50 ﹤0.01% 2449

Other funds holding LZM

SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

True Wealth Design's LZM Position: Q2 2026 in Review

True Wealth Design increased its Lifezone Metals (LZM) stake by 58% in Q2 2026, buying an estimated $210 and bringing the position to 123 shares worth $478. The position accounts for ﹤0.01% of the portfolio, ranked #2217.

True Wealth Design first reported a position in LZM in Q1 2025 and has held it in 6 quarters since. The position peaked at $883 in Q3 2025. 16 funds tracked by Wall St. Rank hold LZM as of Q2 2026.

  • True Wealth Design held 123 shares of Lifezone Metals worth $478 as of Q2 2026.
  • True Wealth Design bought 45 Lifezone Metals shares in Q2 2026, an estimated $210.
  • Lifezone Metals made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2217 holding.
  • True Wealth Design first reported a position in Lifezone Metals in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Lifezone Metals position peaked at $883 in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Lifezone Metals as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.