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Capital Advisors Wealth Management, LLC: IAU position timeline

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

Capital Advisors Wealth Management, LLC held 8,873 IAU shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,873 shares
    Change vs previous 13F -13,953 shares

    0.08% of the 13F portfolio, value $692,981.

    13F-HR 0001085146-26-000869 filed by Capital Advisors Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,826 shares
    Change vs previous 13F +329 shares

    0.2% of the 13F portfolio, value $1,723,591.

    13F-HR 0001824700-26-000004 filed by Capital Advisors 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 ended2026-03-31
    13F 22,497 shares
    Change vs previous 13F -6,155 shares

    0.27% of the 13F portfolio, value $1,983,336.

    13F-HR 0001824700-26-000002 filed by Capital Advisors 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 ended2025-12-31
    13F 28,652 shares
    Change vs previous 13F +2,608 shares

    0.32% of the 13F portfolio, value $2,325,683.

    13F-HR 0001824700-26-000001 filed by Capital Advisors 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 ended2025-09-30
    13F 26,044 shares
    Change vs previous 13F -1,653 shares

    0.27% of the 13F portfolio, value $1,895,222.

    13F-HR 0001824700-25-000004 filed by Capital Advisors 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 ended2025-06-30
    13F 27,697 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,727,185.

    13F-HR 0001085146-25-005039 filed by Capital Advisors Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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