Back to IAU
LIFELONG WEALTH ADVISORS, INC. → IAU
LIFELONG WEALTH ADVISORS, INC. IAU Position History
iShares Gold Trust • Financial Services
Quarters held
5
Latest value
$8.2M
Q3 2026
Peak value
$8.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.2M |
| Q4 2025 | $8.9M |
| Q1 2026 | $8M |
| Q2 2026 | $7.6M |
| Q3 2026 | $8.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.2M | 104.5K | — | — |
| Q2 2026 | $7.6M | 100.9K | — | — |
| Q1 2026 | $8M | 90.7K | — | — |
| Q4 2025 | $8.9M | 110.1K | — | — |
| Q3 2025 | $8.2M | 112.5K | — | — |
Other funds holding IAU
$17.2B
$15.1B
$11.1B
$10.7B
$10.3B
$9.9B