SEC 13F Intelligence

Lifeplan Financial, LLC / IAU

Lifeplan Financial, LLC’s Ishares Gold Tr Position

Does Lifeplan Financial, LLC own Ishares Gold Tr (IAU)? Yes — 135.5K shares worth $12M (+8.83% of its 13F portfolio) as of Q1 2026, down from 141.6K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
135.5K
% of Portfolio
+8.83%
Quarters Held
10
currently held

Position History IAU

Reported value by quarter
Q4 ’23: $8MQ4 ’23Q1 ’24: $8MQ2 ’24: $8MQ2 ’24Q3 ’24: $9MQ4 ’24: $9MQ4 ’24Q1 ’25: $10MQ2 ’25: $10MQ2 ’25Q3 ’25: $11MQ4 ’25: $11MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026135.5K$12M+8.83%
Q4 2025141.6K$11M+8.82%
Q3 2025152.5K$11M+8.79%
Q2 2025161.2K$10M+8.33%
Q1 2025176.3K$10M+9.06%
Q4 2024180.9K$9M+7.91%
Q3 2024189.4K$9M+8.08%
Q2 2024193.1K$8M+7.81%
Q1 2024197.7K$8M+7.61%
Q4 2023192.7K$8M+7.53%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lifeplan Financial, LLC’s full portfolio or all institutional holders of IAU.