LifeGoal Investments, LLC GLOF — ISHARES TR

Ownership history in LifeGoal Investments, LLC  ·  6 quarters on record

AI Ownership Summary

LifeGoal Investments, LLC reported ISHARES TR (GLOF) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 4.87% in 2024 Q4. The latest visible filing shows GLOF at 0.77% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GLOF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LifeGoal Investments, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GLOF was reported at 0.77% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.87% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GLOF stock page LifeGoal Investments, LLC fund profile LifeGoal Investments, LLC full holdings
How LifeGoal Investments, LLC held GLOF — position size vs. price
% of Fund (quarterly)    GLOF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 25,376 -28 -0.1% 0.77% $1.3M 2026-04-14 $55.49
2025 Q4 REDUCED 8.7% -1.3% ✅ 25,404 -2,407 -8.7% 0.89% $1.3M 2026-01-15 $53.59
2025 Q3 REDUCED 8.3% +3.6% ❌ 27,811 -2,516 -8.3% 1.19% $1.4M 2025-11-24 $50.67
2025 Q2 REDUCED 28.1% +6.7% ❌ 30,327 -11,837 -28.1% 1.39% $1.5M 2025-07-17 $47.83
2025 Q1 REDUCED 59.3% +13.5% ❌ 42,164 -61,348 -59.3% 1.95% $1.8M 2025-04-21 $39.82
2024 Q4 INITIATED — — — 103,512 — — 4.87% $4.5M 2025-02-05 $43.96

🏢 Other funds also holding GLOF

As of 2026 Q1 — sorted by position size

Cohalo Advisory LLC 14.99% DGS Capital Management, LLC 3Y 1.28% Camarda Financial Advisors, LLC 3Y 7Y 1.03% 5T Wealth, LLC 0.89% Goldstone Financial Group, LLC 0.88% Ignite Planners, LLC 3Y 0.66% Darwin Wealth Management, LLC 3Y 7Y 0.51% JMN Financial LLC 0.47% 3Chopt Investment Partners, LLC 0.46% M Wealth Management, LLC 0.29%

FAQ About LifeGoal Investments, LLC and GLOF

These are the practical questions this page is built to answer before you even open the full history table.

How long has LifeGoal Investments, LLC reported owning GLOF?

LifeGoal Investments, LLC reported GLOF across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported GLOF position in LifeGoal Investments, LLC's portfolio?

The largest reported portfolio weight for GLOF was 4.87% in 2024 Q4.

What is the latest reported GLOF position on this page?

The most recent filing on this page is 2026 Q1, when LifeGoal Investments, LLC reported 25,376 shares, equal to 0.77% of portfolio, with an estimated market value of $1.3M.

What does the chart on this GLOF ownership page compare?

The chart compares LifeGoal Investments, LLC's quarterly GLOF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LifeGoal Investments, LLC time their GLOF position?

Based on 13F filing dates vs. subsequent GLOF price moves, LifeGoal Investments, LLC correctly timed 0 out of 5 reported position changes (0%). The annualised alpha on GLOF relative to SPY over the holding period was +6.9%.

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