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LifeWealth Investments, LLC: IAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LifeWealth Investments, LLC on IAU, newest first. How the timeline and the estimate are built.

LifeWealth Investments, LLC held 137,841 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 137,841 shares
    Change vs previous 13F +14,720 shares

    2.78% of the 13F portfolio, value $10,408,341.

    13F-HR 0002033794-26-000006 filed by LifeWealth Investments, LLC
    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 123,121 shares
    Change vs previous 13F +10,626 shares

    3.24% of the 13F portfolio, value $10,854,309.

    13F-HR 0002033794-26-000005 filed by LifeWealth Investments, LLC
    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 112,495 shares
    Change vs previous 13F -4,839 shares

    2.89% of the 13F portfolio, value $9,131,184.

    13F-HR 0002033794-26-000001 filed by LifeWealth Investments, LLC
    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/A 117,334 shares
    Change vs previous 13F +1,378 shares

    2.81% of the 13F portfolio, value $8,538,363.

    13F-HR/A 0002033794-26-000004 filed by LifeWealth Investments, LLC
    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/A 115,956 shares
    Change vs previous 13F +24,444 shares

    2.63% of the 13F portfolio, value $7,231,008.

    13F-HR/A 0002033794-26-000003 filed by LifeWealth Investments, LLC
    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/A 91,512 shares
    Change vs previous 13F +31,454 shares

    2.59% of the 13F portfolio, value $5,395,534.

    13F-HR/A 0002033794-26-000002 filed by LifeWealth Investments, LLC
    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 60,058 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $2,973,471.

    13F-HR 0002033794-25-000001 filed by LifeWealth Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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