Arete Wealth Advisors, LLC: AAAU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arete Wealth Advisors, LLC on AAAU, newest first. How the timeline and the estimate are built.
Arete Wealth Advisors, LLC held 20,743 AAAU shares at 2026-06-30 per its 13F-HR/A filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F/A 20,743 sharesChange vs previous 13F -1,808 shares
0.05% of the 13F portfolio, value $820,800.
13F-HR/A 0001600151-26-000009 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 22,551 sharesChange vs previous 13F -1,962 shares
0.08% of the 13F portfolio, value $1,041,630.
13F-HR/A 0001600151-26-000005 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 24,513 sharesChange vs previous 13F -4,309 shares
0.07% of the 13F portfolio, value $1,043,028.
13F-HR/A 0001600151-26-000008 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 28,822 sharesChange vs previous 13F -42,057 shares
0.07% of the 13F portfolio, value $1,099,000.
13F-HR 0001600151-25-000005 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 70,879 sharesChange vs previous 13F +4,851 shares
0.16% of the 13F portfolio, value $2,316,000.
13F-HR 0001600151-25-000003 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 66,028 sharesChange vs previous 13F -25,244 shares
0.16% of the 13F portfolio, value $2,039,000.
13F-HR 0001600151-25-000002 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 91,272 sharesChange vs previous 13F -4,852 shares
0.17% of the 13F portfolio, value $2,367,000.
13F-HR 0001600151-25-000001 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F/A 96,124 sharesChange vs previous 13F not available
0.21% of the 13F portfolio, value $2,497,000.
13F-HR/A 0001600151-24-000005 filed by Arete Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).