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Centerline Wealth Advisors, LLC: IAU position timeline

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

Centerline Wealth Advisors, LLC held 38,084 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,084 shares
    Change vs previous 13F +228 shares

    0.9% of the 13F portfolio, value $2,875,725.

    13F-HR 0001802059-26-000009 filed by Centerline 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 37,856 shares
    Change vs previous 13F -23,176 shares

    1.2% of the 13F portfolio, value $3,337,385.

    13F-HR 0001802059-26-000008 filed by Centerline 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 61,032 shares
    Change vs previous 13F +23,358 shares

    1.79% of the 13F portfolio, value $4,953,967.

    13F-HR 0001802059-26-000001 filed by Centerline 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 37,674 shares
    Change vs previous 13F +475 shares

    1.19% of the 13F portfolio, value $2,741,537.

    13F-HR 0001802059-25-000006 filed by Centerline 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 37,199 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $2,319,730.

    13F-HR 0001802059-25-000003 filed by Centerline Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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