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AVAII WEALTH MANAGEMENT, LLC: IAU position timeline

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

AVAII WEALTH MANAGEMENT, LLC held 140,871 IAU shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 140,871 shares
    Change vs previous 13F +9,250 shares

    3.16% of the 13F portfolio, value $10,980,903.

    13F-HR 0001951757-26-001655 filed by AVAII WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 131,621 shares
    Change vs previous 13F +11,841 shares

    2.92% of the 13F portfolio, value $9,938,710.

    13F-HR 0001951757-26-001196 filed by AVAII 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 ended2026-03-31
    13F 119,780 shares
    Change vs previous 13F -6,187 shares

    3.69% of the 13F portfolio, value $10,559,815.

    13F-HR 0001951757-26-000654 filed by AVAII 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 ended2025-12-31
    13F 125,967 shares
    Change vs previous 13F -10,027 shares

    3.71% of the 13F portfolio, value $10,224,750.

    13F-HR 0001951757-26-000068 filed by AVAII 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 ended2025-09-30
    13F 135,994 shares
    Change vs previous 13F +8,274 shares

    3.76% of the 13F portfolio, value $9,896,291.

    13F-HR 0001951757-25-001183 filed by AVAII 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 ended2025-06-30
    13F 127,720 shares
    Change vs previous 13F +110,022 shares

    3.54% of the 13F portfolio, value $7,964,626.

    13F-HR 0001951757-25-000828 filed by AVAII 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 ended2025-03-31
    13F/A 17,698 shares
    Change vs previous 13F -109 shares

    0.56% of the 13F portfolio, value $1,043,481.

    13F-HR/A 0001951757-25-000376 filed by AVAII 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 ended2024-12-31
    13F 17,807 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $881,633.

    13F-HR 0001951757-25-000078 filed by AVAII WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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