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LifePlan Investment Advisors, Inc.: IAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifePlan Investment Advisors, Inc. on IAU, newest first. How the timeline and the estimate are built.

LifePlan Investment Advisors, Inc. held 50,998 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,998 shares
    Change vs previous 13F +1,431 shares

    1.33% of the 13F portfolio, value $3,850,859.

    13F-HR 0001214659-26-009887 filed by LifePlan Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 49,567 shares
    Change vs previous 13F -19,719 shares

    1.72% of the 13F portfolio, value $4,369,827.

    13F-HR 0001214659-26-006150 filed by LifePlan Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 69,286 shares
    Change vs previous 13F -1,170 shares

    2.29% of the 13F portfolio, value $5,623,945.

    13F-HR 0001214659-26-001314 filed by LifePlan Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 70,456 shares
    Change vs previous 13F +1,854 shares

    2.15% of the 13F portfolio, value $5,127,083.

    13F-HR 0001214659-25-016403 filed by LifePlan Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 68,602 shares
    Change vs previous 13F -4,070 shares

    2.12% of the 13F portfolio, value $4,278,021.

    13F-HR 0001214659-25-012141 filed by LifePlan Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 72,672 shares
    Change vs previous 13F +616 shares

    2.46% of the 13F portfolio, value $4,284,741.

    13F-HR 0001214659-25-007440 filed by LifePlan Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 72,056 shares
    Change vs previous 13F +2,747 shares

    2.21% of the 13F portfolio, value $3,567,493.

    13F-HR 0001214659-25-002747 filed by LifePlan Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 69,309 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $3,444,657.

    13F-HR 0001214659-25-001062 filed by LifePlan Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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