Managed by Lifegoal Wealth Advisors • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $22.7M | 536.9K | 0.00% | — |
| 2 | ? N/A — | $22.4M | 295.9K | 0.00% | — |
| 3 | ? N/A — | $17.6M | 232.6K | 0.00% | — |
| 4 | I IAU — | $16.6M | 250.3K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
? N/A — |
| $16.6M |
| 338.5K |
| 0.00% |
| — |
| 6 | C | $16.1M | 473.8K | 0.00% | — |
| 7 | I IAU — | $14.9M | 214.1K | 0.00% | — |
| 8 | I IAU — | $14.7M | 210.1K | 0.00% | — |
| 9 | C | $14.5M | 417.1K | 0.00% | — |
| 10 | I IAU — | $13.4M | 193.6K | 0.00% | — |
| 11 | ? N/A — | $13.4M | 283.9K | 0.00% | — |
| 12 | I IAU — | $12M | 172.9K | 0.00% | — |
| 13 | C | $11.5M | 337.3K | 0.00% | — |
| 14 | I IAU — | $11.2M | 165.0K | 0.00% | — |
| 15 | ? N/A — | $10.8M | 233.3K | 0.00% | — |
| 16 | V VGES — | $10.7M | 124.7K | 0.00% | — |
| 17 | V VGES — | $10.6M | 21.7K | 0.00% | — |
| 18 | I IAU — | $10.4M | 168.9K | 0.00% | — |
| 19 | I IAU — | $10.2M | 159.9K | 0.00% | — |
| 20 | I IAU — | $10M | 155.4K | 0.00% | — |