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Arkadios Wealth Advisors: IAU position timeline

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

Arkadios Wealth Advisors held 32,678 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,678 shares
    Change vs previous 13F -77,340 shares

    0.04% of the 13F portfolio, value $2,467,487.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 110,018 shares
    Change vs previous 13F +414 shares

    0.16% of the 13F portfolio, value $9,699,153.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 109,604 shares
    Change vs previous 13F +17,518 shares

    0.18% of the 13F portfolio, value $8,896,516.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 92,086 shares
    Change vs previous 13F +46,460 shares

    0.16% of the 13F portfolio, value $6,701,062.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 45,626 shares
    Change vs previous 13F +18,312 shares

    0.09% of the 13F portfolio, value $2,845,206.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 27,314 shares
    Change vs previous 13F +11,679 shares

    0.06% of the 13F portfolio, value $1,610,433.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 15,635 shares
    Change vs previous 13F +948 shares

    0.04% of the 13F portfolio, value $774,089.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 14,687 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $729,944.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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