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iShares Gold Trust shares owned by Lifeworks Advisors

Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Lifeworks Advisors from 13F filings

Historical chart of Lifeworks Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Gold Trust held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Gold Trust by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.6M 109k 42.01
2023-12-31 $3.2M 83k 39.03
2023-09-30 $2.3M 67k 34.99
2023-06-30 $1.6M 45k 36.39
2023-03-31 $771k 21k 37.37

More positions owned by Lifeworks Advisors

Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Mbs Etf (MBB)
Vaneck Merk Gold Tr Gold Trust (OUNZ)
Johnson & Johnson (JNJ)
Merck & Co (MRK)
Microsoft Corporation (MSFT)
Otis Worldwide Corp (OTIS)
Eli Lilly & Co. (LLY)
Campbell Soup Company (CPB)

View all positions for Lifeworks Advisors

Top funds holding iShares Gold Trust

Bank of America Corporation
FMR
Morgan Stanley
Sumitomo Mitsui Trust Holdings
Charles Schwab Investment Advisory
Twin Tree Management
Empower Advisory Group
Wells Fargo & Company
Jpmorgan Chase & Co
Alliancebernstein
LPL Financial
Bank Of Montreal
Mizuho Corporate Bank
Ameriprise Financial
WealthNavi

View all funds holding iShares Gold Trust