Skip to content
Disclosery

BCU Wealth Advisors, LLC: IAU position timeline

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

BCU Wealth Advisors, LLC held 5,013 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,013 shares
    Change vs previous 13F +223 shares

    0.13% of the 13F portfolio, value $378,532.

    13F-HR 0002085853-26-000728 filed by BCU Wealth Advisors, 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 4,790 shares
    Change vs previous 13F -9,420 shares

    0.16% of the 13F portfolio, value $422,286.

    13F-HR 0002085853-26-000432 filed by BCU Wealth Advisors, 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 14,210 shares
    Change vs previous 13F +288 shares

    0.44% of the 13F portfolio, value $1,153,426.

    13F-HR 0002085853-26-000157 filed by BCU Wealth Advisors, 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 13,922 shares
    Change vs previous 13F +9,828 shares

    0.41% of the 13F portfolio, value $1,013,104.

    13F-HR 0002085853-25-000102 filed by BCU Wealth Advisors, 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 4,094 shares
    Change vs previous 13F +333 shares

    0.11% of the 13F portfolio, value $255,302.

    13F-HR 0001667731-25-000866 filed by BCU Wealth Advisors, 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 3,761 shares
    Change vs previous 13F -2,089 shares

    0.12% of the 13F portfolio, value $221,749.

    13F-HR 0001667731-25-000449 filed by BCU Wealth Advisors, 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 5,850 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $289,634.

    13F-HR 0001667731-25-000174 filed by BCU Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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