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Cypress Wealth Services, LLC: IAU position timeline

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

Cypress Wealth Services, LLC held 34,847 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,847 shares
    Change vs previous 13F +764 shares

    0.32% of the 13F portfolio, value $2,631,297.

    13F-HR 0001721527-26-000004 filed by Cypress Wealth Services, 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 34,083 shares
    Change vs previous 13F -27,830 shares

    0.42% of the 13F portfolio, value $3,004,757.

    13F-HR 0001721527-26-000003 filed by Cypress Wealth Services, 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 61,913 shares
    Change vs previous 13F +5,731 shares

    0.7% of the 13F portfolio, value $5,025,478.

    13F-HR 0001721527-26-000002 filed by Cypress Wealth Services, 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 56,182 shares
    Change vs previous 13F +13,459 shares

    0.67% of the 13F portfolio, value $4,088,364.

    13F-HR 0001721527-25-000004 filed by Cypress Wealth Services, 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 42,723 shares
    Change vs previous 13F -3,325 shares

    0.48% of the 13F portfolio, value $2,664,206.

    13F-HR 0001085146-25-004189 filed by Cypress Wealth Services, 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 46,048 shares
    Change vs previous 13F +19,538 shares

    0.55% of the 13F portfolio, value $2,714,990.

    13F-HR 0001085146-25-002032 filed by Cypress Wealth Services, 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 26,510 shares
    Change vs previous 13F +18,825 shares

    0.26% of the 13F portfolio, value $1,312,510.

    13F-HR 0001085146-25-000207 filed by Cypress Wealth Services, 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 7,685 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $381,945.

    13F-HR 0001085146-24-004713 filed by Cypress Wealth Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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