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Certus Wealth Management, LLC: IAU position timeline

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

Certus Wealth Management, LLC held 33,867 IAU shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 33,867 shares
    Change vs previous 13F +12,776 shares

    1.47% of the 13F portfolio, value $2,464,502.

    13F-HR 0001765380-25-000447 filed by Certus 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 ended2025-06-30
    13F 21,091 shares
    Change vs previous 13F +2,407 shares

    0.85% of the 13F portfolio, value $1,315,235.

    13F-HR 0001765380-25-000265 filed by Certus 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 ended2025-03-31
    13F 18,684 shares
    Change vs previous 13F +6,853 shares

    0.77% of the 13F portfolio, value $1,139,724.

    13F-HR 0001765380-25-000223 filed by Certus 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 ended2024-12-31
    13F 11,831 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $649,285.

    13F-HR 0001765380-25-000072 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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