LifePlan Investment Advisors »

iShares Gold Trust shares owned by LifePlan Investment Advisors

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

Historical chart of LifePlan Investment Advisors investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Gold Trust by LifePlan Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.9M 51k 75.51

More positions owned by LifePlan Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core Intl Aggr (IAGG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for LifePlan Investment Advisors

Top funds holding iShares Gold Trust

Bank of America Corporation
Morgan Stanley
UBS Group
FMR
Wells Fargo & Company
LPL Financial
Envestnet Asset Management
BlackRock
Citigroup
Ameriprise Financial
WealthNavi
Northwestern Mutual Wealth Management Company
Alliancebernstein
Raymond James Financial
Empower Advisory Group

View all funds holding iShares Gold Trust