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
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Quarterly reported holdings in iShares Gold Trust by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.2M | 146k | 49.70 |
| 2024-06-30 | $5.1M | 116k | 43.93 |
| 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 |