Lifelong Wealth Advisors, Inc.: IAU position timeline

Lifelong Wealth Advisors, Inc. held 100,889 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 100,889 shares

   Change vs previous 13F +10,180 shares

   1.8% of the 13F portfolio, value $7,618,128.

   13F-HR 0001725547-26-000233 filed by Lifelong Wealth Advisors, Inc.
   Filed 2026-07-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 90,709 shares

   Change vs previous 13F -19,350 shares

   2.13% of the 13F portfolio, value $7,996,905.

   13F-HR 0001725547-26-000133 filed by Lifelong Wealth Advisors, Inc.
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 110,059 shares

   Change vs previous 13F -2,407 shares

   2.38% of the 13F portfolio, value $8,933,489.

   13F-HR 0001725547-26-000009 filed by Lifelong Wealth Advisors, Inc.
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 112,466 shares

   Change vs previous 13F +2,930 shares

   2.44% of the 13F portfolio, value $8,184,151.

   13F-HR 0001725547-25-004186 filed by Lifelong Wealth Advisors, Inc.
   Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 109,536 shares

   Change vs previous 13F not available

   2.27% of the 13F portfolio, value $6,830,665.

   13F-HR 0001725547-25-003381 filed by Lifelong Wealth Advisors, Inc.
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).