SEC 13F Intelligence

White Lighthouse Investment Management Inc. / IAU

White Lighthouse Investment Management Inc.’s Ishares Gold Tr Position

Does White Lighthouse Investment Management Inc. own Ishares Gold Tr (IAU)? Yes — 193.6K shares worth $17M (+2.37% of its 13F portfolio) as of Q1 2026, down from 206.7K shares the prior filed quarter.

Position Value
$17M
Q1 2026
Shares
193.6K
% of Portfolio
+2.37%
Quarters Held
9
currently held

Position History IAU

Reported value by quarter
Q1 ’24: $11MQ1 ’24Q2 ’24: $11MQ3 ’24: $13MQ3 ’24Q4 ’24: $12MQ1 ’25: $14MQ1 ’25Q2 ’25: $13MQ3 ’25: $16MQ3 ’25Q4 ’25: $17MQ1 ’26: $17MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026193.6K$17M+2.37%
Q4 2025206.7K$17M+2.34%
Q3 2025215.6K$16M+2.39%
Q2 2025209.5K$13M+2.13%
Q1 2025236.5K$14M+2.49%
Q4 2024247.6K$12M+2.15%
Q3 2024253.6K$13M+2.26%
Q2 2024251.6K$11M+2.13%
Q1 2024265.4K$11M+2.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See White Lighthouse Investment Management Inc.’s full portfolio or all institutional holders of IAU.