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Disclosery

4J Wealth Management LLC: IAU position timeline

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

4J Wealth Management LLC held 26,157 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,157 shares
    Change vs previous 13F +3,069 shares

    0.97% of the 13F portfolio, value $1,975,115.

    13F-HR 0001754960-26-000594 filed by 4J Wealth Management 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 23,088 shares
    Change vs previous 13F -9,203 shares

    1.16% of the 13F portfolio, value $2,035,438.

    13F-HR 0001754960-26-000353 filed by 4J Wealth Management 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 32,291 shares
    Change vs previous 13F +93 shares

    1.5% of the 13F portfolio, value $2,621,060.

    13F-HR 0001754960-26-000067 filed by 4J Wealth Management 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 32,198 shares
    Change vs previous 13F +2,287 shares

    1.38% of the 13F portfolio, value $2,343,048.

    13F-HR 0001754960-25-000703 filed by 4J Wealth Management 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 29,911 shares
    Change vs previous 13F +253 shares

    1.26% of the 13F portfolio, value $1,865,250.

    13F-HR 0001754960-25-000523 filed by 4J Wealth Management 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 29,658 shares
    Change vs previous 13F +96 shares

    1.38% of the 13F portfolio, value $1,748,636.

    13F-HR 0001754960-25-000260 filed by 4J Wealth Management 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 29,562 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $1,463,615.

    13F-HR 0001754960-25-000062 filed by 4J Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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