Skip to content
Disclosery

Avior Wealth Management, LLC: IAU position timeline

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

Avior Wealth Management, LLC held 39,784 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,784 shares
    Change vs previous 13F -14,013 shares

    0.08% of the 13F portfolio, value $3,004,055.

    13F-HR 0001754960-26-000402 filed by Avior 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 53,797 shares
    Change vs previous 13F +7,122 shares

    0.13% of the 13F portfolio, value $4,742,733.

    13F-HR 0001754960-26-000212 filed by Avior 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 46,675 shares
    Change vs previous 13F -2,075 shares

    0.12% of the 13F portfolio, value $3,788,621.

    13F-HR 0001754960-26-000005 filed by Avior 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 48,750 shares
    Change vs previous 13F -1,570 shares

    0.11% of the 13F portfolio, value $3,547,514.

    13F-HR 0001754960-25-000798 filed by Avior 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 50,320 shares
    Change vs previous 13F -662 shares

    0.11% of the 13F portfolio, value $3,137,984.

    13F-HR 0001754960-25-000419 filed by Avior 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 50,982 shares
    Change vs previous 13F -1,329 shares

    0.11% of the 13F portfolio, value $3,005,904.

    13F-HR 0001754960-25-000218 filed by Avior 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 52,311 shares
    Change vs previous 13F +3,098 shares

    0.09% of the 13F portfolio, value $2,589,935.

    13F-HR 0001599868-25-000001 filed by Avior 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 49,213 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,445,901.

    13F-HR 0001599868-24-000011 filed by Avior Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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