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Disclosery

AE Wealth Management LLC: IAU position timeline

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

AE Wealth Management LLC held 78,766 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,766 shares
    Change vs previous 13F +13,148 shares

    0.03% of the 13F portfolio, value $5,947,608.

    13F-HR 0001697723-26-000007 filed by AE 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 65,618 shares
    Change vs previous 13F -11,573 shares

    0.03% of the 13F portfolio, value $5,784,914.

    13F-HR 0001697723-26-000006 filed by AE 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 77,191 shares
    Change vs previous 13F +4,414 shares

    0.04% of the 13F portfolio, value $6,265,606.

    13F-HR 0001697723-26-000001 filed by AE 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 72,777 shares
    Change vs previous 13F +22,998 shares

    0.03% of the 13F portfolio, value $5,296,004.

    13F-HR 0001697723-25-000007 filed by AE 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 49,779 shares
    Change vs previous 13F -31,741 shares

    0.02% of the 13F portfolio, value $3,104,236.

    13F-HR 0001697723-25-000004 filed by AE 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 81,520 shares
    Change vs previous 13F -48,300 shares

    0.04% of the 13F portfolio, value $4,806,442.

    13F-HR 0001697723-25-000003 filed by AE 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 129,820 shares
    Change vs previous 13F -38,029 shares

    0.05% of the 13F portfolio, value $6,427,387.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management 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 167,849 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $8,342,094.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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