IAU — ISHARES GOLD TR

Ownership history in Lifeworks Advisors, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Lifeworks Advisors, LLC reported a position in ISHARES GOLD TR (IAU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.4% (2025 Q4)
Avg. % of fund
1.42%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 228,306 +7,665 +3.5% 2.40% $18.5M $81.17
2025 Q3 ADDED 220,641 +26,158 +13.5% 2.14% $16.1M $72.77
2025 Q2 REDUCED 194,483 -8,482 -4.2% 1.81% $12.1M $62.36
2025 Q1 ADDED 202,965 +31,223 +18.2% 1.99% $12.0M $58.96
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IAU price (monthly, adj. close)

Other funds also holding IAU

As of 2025 Q4 — sorted by position size

MOON CAPITAL MANAGEMENT LP 3Y 7Y 78.76% VCU Investment Management Co 3Y 7Y 72.64% CARL STUART INVESTMENT ADVISOR, INC 3Y 41.07% Packer & Co Ltd 3Y 7Y 39.55% LIFE LINE WEALTH MANAGEMENT LLC 20.0% CRCM LP 3Y 7Y 19.74% Sowa Financial Group, Inc. 3Y 16.76% Private Harbour Investment Management & Counsel, LLC 3Y 7Y 15.76% Mader & Shannon Wealth Management, Inc. 3Y 7Y 14.46% VPR Management LLC 3Y 14.3%
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