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Disclosery

BKM Wealth Management, LLC: IAU position timeline

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

BKM Wealth Management, LLC held 8,824 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,824 shares
    Change vs previous 13F -443 shares

    0.24% of the 13F portfolio, value $666,300.

    13F-HR 0002007263-26-000003 filed by BKM 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 9,267 shares
    Change vs previous 13F -40 shares

    0.3% of the 13F portfolio, value $816,978.

    13F-HR 0002007263-26-000002 filed by BKM 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 9,307 shares
    Change vs previous 13F +837 shares

    0.28% of the 13F portfolio, value $755,449.

    13F-HR 0002007263-26-000001 filed by BKM 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 8,470 shares
    Change vs previous 13F +800 shares

    0.23% of the 13F portfolio, value $616,361.

    13F-HR 0002007263-25-000007 filed by BKM 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 7,670 shares
    Change vs previous 13F +41 shares

    0.19% of the 13F portfolio, value $478,301.

    13F-HR 0002007263-25-000005 filed by BKM 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 7,629 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $449,805.

    13F-HR 0002007263-25-000004 filed by BKM 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 7,629 shares
    Change vs previous 13F -11,160 shares

    0.15% of the 13F portfolio, value $377,711.

    13F-HR 0002007263-25-000003 filed by BKM 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 18,789 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $933,813.

    13F-HR 0002007263-24-000007 filed by BKM Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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