iShares Gold Trust shares owned by LifePlan Financial
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by LifePlan Financial
from 13F filings
Historical chart of LifePlan Financial investment in iShares Gold Trust
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All positions including iShares Gold Trust held by LifePlan Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares Gold Trust by LifePlan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 153k | 72.77 |
| 2025-06-30 | $10M | 161k | 62.36 |
| 2025-03-31 | $10M | 176k | 58.96 |
| 2024-12-31 | $9.0M | 181k | 49.51 |
| 2024-09-30 | $9.4M | 189k | 49.70 |
| 2024-06-30 | $8.5M | 193k | 43.93 |
| 2024-03-31 | $8.3M | 198k | 42.01 |
| 2023-12-31 | $7.5M | 193k | 39.03 |