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Disclosery

5T Wealth, LLC: IAU position timeline

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

5T Wealth, LLC held 25,009 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 25,009 shares
    Change vs previous 13F -4,268 shares

    0.7% of the 13F portfolio, value $1,888,447.

    13F-HR 0002085853-26-000788 filed by 5T Wealth, 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 29,277 shares
    Change vs previous 13F -12,820 shares

    1.02% of the 13F portfolio, value $2,581,060.

    13F-HR 0002085853-26-000367 filed by 5T Wealth, 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 42,097 shares
    Change vs previous 13F +3,367 shares

    1.37% of the 13F portfolio, value $3,424,633.

    13F-HR 0002085853-26-000094 filed by 5T Wealth, 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 38,730 shares
    Change vs previous 13F +10,813 shares

    1.23% of the 13F portfolio, value $2,818,381.

    13F-HR 0002085853-25-000115 filed by 5T Wealth, 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 27,917 shares
    Change vs previous 13F +2,722 shares

    0.89% of the 13F portfolio, value $1,740,910.

    13F-HR 0001667731-25-001046 filed by 5T Wealth, 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 25,195 shares
    Change vs previous 13F +12,450 shares

    0.85% of the 13F portfolio, value $1,485,501.

    13F-HR 0001667731-25-000485 filed by 5T Wealth, 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 12,745 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $631,004.

    13F-HR 0001667731-25-000191 filed by 5T Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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