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Lifeworks Advisors, LLC: IAU position timeline

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

Lifeworks Advisors, LLC held 232,160 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 232,160 shares
    Change vs previous 13F +23,653 shares

    1.84% of the 13F portfolio, value $17,530,425.

    13F-HR 0001951757-26-001262 filed by Lifeworks Advisors, 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 208,507 shares
    Change vs previous 13F -19,799 shares

    2.36% of the 13F portfolio, value $18,381,978.

    13F-HR 0001951757-26-000767 filed by Lifeworks Advisors, 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 228,306 shares
    Change vs previous 13F +7,665 shares

    2.4% of the 13F portfolio, value $18,531,569.

    13F-HR 0001951757-26-000453 filed by Lifeworks Advisors, 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 220,641 shares
    Change vs previous 13F +26,158 shares

    2.15% of the 13F portfolio, value $16,056,071.

    13F-HR 0001951757-25-001383 filed by Lifeworks Advisors, 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 194,483 shares
    Change vs previous 13F -8,482 shares

    1.81% of the 13F portfolio, value $12,127,956.

    13F-HR 0001951757-25-001025 filed by Lifeworks Advisors, 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 202,965 shares
    Change vs previous 13F +31,223 shares

    1.99% of the 13F portfolio, value $11,966,844.

    13F-HR 0001951757-25-000515 filed by Lifeworks Advisors, 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 171,742 shares
    Change vs previous 13F +26,290 shares

    1.54% of the 13F portfolio, value $8,502,966.

    13F-HR 0001951757-25-000200 filed by Lifeworks Advisors, LLC
    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 145,452 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $7,228,949.

    13F-HR 0001951757-24-001176 filed by Lifeworks Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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