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iShares Gold Trust shares owned by LifeWealth Investments

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

Historical chart of LifeWealth Investments investment in iShares Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares Gold Trust by LifeWealth Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.1M 113k 81.17
2025-09-30 $8.5M 117k 72.77
2025-06-30 $7.2M 116k 62.36
2025-03-31 $5.4M 92k 58.96
2024-12-31 $3.0M 60k 49.51

More positions owned by LifeWealth Investments

Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Capitol Ser Tr Sterling Cap Enh (SCEC)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Gold Tr Ishares New (IAU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr National Mun Etf (MUB)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Pimco Dynamic Income SHS (PDI)

View all positions for LifeWealth Investments

Top funds holding iShares Gold Trust

FMR
Envestnet Asset Management
LPL Financial
Jpmorgan Chase & Co
Wells Fargo & Company
Twin Tree Management
UBS Group
WealthNavi
Alliancebernstein
Sumitomo Mitsui Trust Holdings
Ameriprise Financial
Branch Banking & Trust Company
Empower Advisory Group
BlackRock
Raymond James Financial

View all funds holding iShares Gold Trust