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BCWM, LLC: IAU position timeline

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

BCWM, LLC held 240,889 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 240,889 shares
    Change vs previous 13F +4,226 shares

    5.32% of the 13F portfolio, value $18,189,528.

    13F-HR 0001542165-26-000003 filed by BCWM, 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 236,663 shares
    Change vs previous 13F -61,513 shares

    5.91% of the 13F portfolio, value $20,864,210.

    13F-HR 0001542165-26-000002 filed by BCWM, 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 298,176 shares
    Change vs previous 13F -1,231 shares

    7.25% of the 13F portfolio, value $24,202,946.

    13F-HR 0001542165-26-000001 filed by BCWM, 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 299,407 shares
    Change vs previous 13F +1,500 shares

    6.52% of the 13F portfolio, value $21,787,847.

    13F-HR 0001542165-25-000005 filed by BCWM, 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 297,907 shares
    Change vs previous 13F -1,350 shares

    5.9% of the 13F portfolio, value $18,577,481.

    13F-HR 0001542165-25-000003 filed by BCWM, 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 299,257 shares
    Change vs previous 13F +66,825 shares

    6.13% of the 13F portfolio, value $17,644,193.

    13F-HR 0001542165-25-000002 filed by BCWM, 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 232,432 shares
    Change vs previous 13F not available

    4.1% of the 13F portfolio, value $11,507,708.

    13F-HR 0001542165-25-000001 filed by BCWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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