SEC 13F Intelligence

White Lighthouse Investment Management Inc. / IAUUSD

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

Does White Lighthouse Investment Management Inc. own Ishares Gold Trust (IAUUSD)? Not currently — the last reported position was 254.0K shares worth $10M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$10M
Q4 2023
Shares
254.0K
% of Portfolio
+2.17%
Quarters Held
21
position exited

Position History IAUUSD

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $4MQ2 ’19: $5MQ3 ’19: $5MQ3 ’19Q4 ’19: $6MQ1 ’20: $6MQ2 ’20: $6MQ2 ’20Q3 ’20: $6MQ4 ’20: $6MQ1 ’21: $6MQ1 ’21Q2 ’21: $7MQ3 ’21: $8MQ4 ’21: $9MQ4 ’21Q1 ’22: $9MQ2 ’22: $8MQ3 ’22: $7MQ3 ’22Q4 ’22: $9MQ1 ’23: $9MQ2 ’23: $8MQ2 ’23Q3 ’23: $9MQ4 ’23: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2023254.0K$10M+2.17%
Q3 2023248.9K$9M+2.11%
Q2 2023231.3K$8M+2.01%
Q1 2023235.3K$9M+2.22%
Q4 2022246.9K$9M+2.32%
Q3 2022232.4K$7M+2.13%
Q2 2022229.7K$8M+2.26%
Q1 2022245.8K$9M+2.30%
Q4 2021244.4K$9M+2.12%
Q3 2021230.1K$8M+2.06%
Q2 2021211.9K$7M+1.96%
Q1 2021349.6K$6M+1.74%
Q4 2020340.9K$6M+1.97%
Q3 2020325.8K$6M+2.03%
Q2 2020377.2K$6M+2.35%
Q1 2020401.3K$6M+2.53%
Q4 2019380.7K$6M+2.02%
Q3 2019366.0K$5M+2.08%
Q2 2019349.6K$5M+1.97%
Q1 2019327.4K$4M+1.86%
Q4 2018304.1K$4M+2.05%

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 IAUUSD.