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Circle Wealth Management, LLC: IAU position timeline

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

Circle Wealth Management, LLC held 819,093 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 819,093 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $61,849,712.

    13F-HR 0001578242-26-000003 filed by Circle 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 819,093 shares
    Change vs previous 13F 0 shares

    1.03% of the 13F portfolio, value $72,211,239.

    13F-HR 0001578242-26-000002 filed by Circle 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 819,093 shares
    Change vs previous 13F 0 shares

    1.02% of the 13F portfolio, value $66,485,779.

    13F-HR 0001578242-26-000001 filed by Circle 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 819,093 shares
    Change vs previous 13F +3,975 shares

    1.16% of the 13F portfolio, value $59,605,398.

    13F-HR 0001578242-25-000007 filed by Circle 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 815,118 shares
    Change vs previous 13F +4,460 shares

    1.13% of the 13F portfolio, value $50,830,758.

    13F-HR 0001578242-25-000003 filed by Circle 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 810,658 shares
    Change vs previous 13F +18,413 shares

    1.11% of the 13F portfolio, value $47,796,396.

    13F-HR 0001578242-25-000002 filed by Circle 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 792,245 shares
    Change vs previous 13F -103 shares

    0.84% of the 13F portfolio, value $39,224,050.

    13F-HR 0001578242-25-000001 filed by Circle 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 792,348 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $39,379,696.

    13F-HR 0001578242-24-000005 filed by Circle Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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