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Disclosery

BXM Wealth LLC: IAU position timeline

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

BXM Wealth LLC held 10,300 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,300 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $777,753.

    13F-HR 0002085853-26-000858 filed by BXM Wealth 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 10,300 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $908,048.

    13F-HR 0002085853-26-000469 filed by BXM Wealth 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 10,300 shares
    Change vs previous 13F +1,300 shares

    0.64% of the 13F portfolio, value $836,051.

    13F-HR 0002085853-26-000054 filed by BXM Wealth 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 9,000 shares
    Change vs previous 13F -1,212 shares

    0.62% of the 13F portfolio, value $654,930.

    13F-HR 0002085853-25-000177 filed by BXM Wealth 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 10,212 shares
    Change vs previous 13F -5,100 shares

    0.76% of the 13F portfolio, value $636,820.

    13F-HR 0001667731-25-001000 filed by BXM Wealth 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 15,312 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $902,796.

    13F-HR 0001667731-25-000555 filed by BXM Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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