LifePlan Financial, LLC: IAU position timeline

LifePlan Financial, LLC held 131,129 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 131,129 shares

   Change vs previous 13F -4,327 shares

   6.94% of the 13F portfolio, value $9,901,551.

   13F-HR 0001739485-26-000004 filed by LifePlan Financial, LLC
   Filed 2026-07-21 (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 135,456 shares

   Change vs previous 13F -6,154 shares

   8.83% of the 13F portfolio, value $11,941,757.

   13F-HR 0001739485-26-000002 filed by LifePlan Financial, LLC
   Filed 2026-04-14 (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 141,610 shares

   Change vs previous 13F -10,919 shares

   8.82% of the 13F portfolio, value $11,494,443.

   13F-HR 0001739485-26-000001 filed by LifePlan Financial, LLC
   Filed 2026-01-20 (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 152,529 shares

   Change vs previous 13F -8,688 shares

   8.79% of the 13F portfolio, value $11,099,499.

   13F-HR 0001739485-25-000006 filed by LifePlan Financial, LLC
   Filed 2025-11-13 (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 161,217 shares

   Change vs previous 13F -15,056 shares

   8.33% of the 13F portfolio, value $10,053,461.

   13F-HR 0001739485-25-000003 filed by LifePlan Financial, LLC
   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).

6. period ended2025-03-31

   13F 176,273 shares

   Change vs previous 13F -4,645 shares

   9.06% of the 13F portfolio, value $10,393,027.

   13F-HR 0001739485-25-000002 filed by LifePlan Financial, LLC
   Filed 2025-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 180,918 shares

   Change vs previous 13F -8,521 shares

   7.91% of the 13F portfolio, value $8,957,225.

   13F-HR 0001739485-25-000001 filed by LifePlan Financial, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 189,439 shares

   Change vs previous 13F not available

   8.08% of the 13F portfolio, value $9,415,094.

   13F-HR 0001841816-24-000007 filed by LifePlan Financial, LLC
   Filed 2024-10-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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