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LifePlan Financial, LLC IAU Position History
iShares Gold Trust • Financial Services
Quarters held
5
Latest value
$10.2M
Q3 2026
Peak value
$11.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11.1M |
| Q4 2025 | $11.5M |
| Q1 2026 | $11.9M |
| Q2 2026 | $9.9M |
| Q3 2026 | $10.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.2M | 131.5K | — | — |
| Q2 2026 | $9.9M | 131.1K | — | — |
| Q1 2026 | $11.9M | 135.5K | — | — |
| Q4 2025 | $11.5M | 141.6K | — | — |
| Q3 2025 | $11.1M | 152.5K | — | — |
Other funds holding IAU
$17.2B
$15.1B
$11.1B
$10.7B
$10.3B
$9.9B