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AXXCESS WEALTH MANAGEMENT, LLC: IAU position timeline

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

AXXCESS WEALTH MANAGEMENT, LLC held 699,025 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 699,025 shares
    Change vs previous 13F +27,518 shares

    0.84% of the 13F portfolio, value $52,783,375.

    13F-HR 0001951757-26-001071 filed by AXXCESS 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 671,507 shares
    Change vs previous 13F -105,042 shares

    1.9% of the 13F portfolio, value $59,200,038.

    13F-HR 0001951757-26-000760 filed by AXXCESS 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/A 776,549 shares
    Change vs previous 13F -74,332 shares

    1.12% of the 13F portfolio, value $63,032,454.

    13F-HR/A 0001951757-26-000480 filed by AXXCESS 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 850,881 shares
    Change vs previous 13F -80,714 shares

    1.31% of the 13F portfolio, value $61,918,589.

    13F-HR 0001951757-25-001345 filed by AXXCESS 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 931,595 shares
    Change vs previous 13F -35,494 shares

    1.39% of the 13F portfolio, value $58,094,275.

    13F-HR 0001951757-25-000970 filed by AXXCESS 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 967,089 shares
    Change vs previous 13F -74,673 shares

    1.56% of the 13F portfolio, value $57,019,579.

    13F-HR 0001951757-25-000486 filed by AXXCESS 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 1,041,762 shares
    Change vs previous 13F +1,498 shares

    1.28% of the 13F portfolio, value $51,577,646.

    13F-HR 0001951757-25-000224 filed by AXXCESS 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 1,040,264 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $51,701,108.

    13F-HR 0001951757-24-001150 filed by AXXCESS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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