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Advocacy Wealth Management, LLC: IAU position timeline

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

Advocacy Wealth Management, LLC held 197,676 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 197,676 shares
    Change vs previous 13F +12,310 shares

    0.54% of the 13F portfolio, value $14,926,515.

    13F-HR 0001569452-26-000003 filed by Advocacy 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 185,366 shares
    Change vs previous 13F -193,172 shares

    0.72% of the 13F portfolio, value $16,341,867.

    13F-HR 0001569452-26-000002 filed by Advocacy 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 378,538 shares
    Change vs previous 13F -5,598 shares

    1.29% of the 13F portfolio, value $30,725,929.

    13F-HR 0001062993-26-000789 filed by Advocacy 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 384,136 shares
    Change vs previous 13F +28,739 shares

    1.21% of the 13F portfolio, value $27,953,577.

    13F-HR 0001062993-25-016801 filed by Advocacy 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 355,397 shares
    Change vs previous 13F +51,708 shares

    1.36% of the 13F portfolio, value $22,162,557.

    13F-HR 0001062993-25-014266 filed by Advocacy 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 303,689 shares
    Change vs previous 13F +176,747 shares

    1.22% of the 13F portfolio, value $17,905,503.

    13F-HR 0001062993-25-008546 filed by Advocacy 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 126,942 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $6,284,898.

    13F-HR 0001062993-25-002392 filed by Advocacy Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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