Skip to content
Disclosery

Councilor Wealth, LLC: IAU position timeline

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

Councilor Wealth, LLC held 9,335 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 9,335 shares
    Change vs previous 13F -42 shares

    0.3% of the 13F portfolio, value $729,064.

    13F-HR 0001172661-26-004454 filed by Councilor Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,377 shares
    Change vs previous 13F -75 shares

    0.29% of the 13F portfolio, value $708,057.

    13F-HR 0001172661-26-002707 filed by Councilor 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 ended2026-03-31
    13F 9,452 shares
    Change vs previous 13F +80 shares

    0.4% of the 13F portfolio, value $833,288.

    13F-HR 0001172661-26-001795 filed by Councilor 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 ended2025-12-31
    13F 9,372 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $760,725.

    13F-HR 0001172661-26-000354 filed by Councilor 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 ended2025-09-30
    13F 9,372 shares
    Change vs previous 13F +65 shares

    0.32% of the 13F portfolio, value $682,000.

    13F-HR 0001172661-25-004615 filed by Councilor 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 ended2025-06-30
    13F 9,307 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $580,385.

    13F-HR 0001172661-25-002765 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,307 shares
    Change vs previous 13F +357 shares

    0.27% of the 13F portfolio, value $548,741.

    13F-HR 0001172661-25-001499 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,950 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $443,115.

    13F-HR 0001172661-25-000598 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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