Skip to content
Disclosery

Dynasty Wealth Management, LLC: IAU position timeline

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

Dynasty Wealth Management, LLC held 1,013,648 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,013,648 shares
    Change vs previous 13F +1,882 shares

    0.57% of the 13F portfolio, value $76,540,552.

    13F-HR 0001727599-26-000004 filed by Dynasty 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 1,011,766 shares
    Change vs previous 13F -175,798 shares

    0.78% of the 13F portfolio, value $89,197,284.

    13F-HR 0001727599-26-000003 filed by Dynasty 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 1,187,564 shares
    Change vs previous 13F -14,885 shares

    0.95% of the 13F portfolio, value $96,394,605.

    13F-HR 0001727599-26-000002 filed by Dynasty 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 1,202,449 shares
    Change vs previous 13F +70,620 shares

    1.17% of the 13F portfolio, value $87,502,191.

    13F-HR 0001727599-25-000007 filed by Dynasty 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 1,131,829 shares
    Change vs previous 13F -73,445 shares

    1.2% of the 13F portfolio, value $70,580,853.

    13F-HR 0001727599-25-000006 filed by Dynasty 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 1,205,274 shares
    Change vs previous 13F +451,752 shares

    1.18% of the 13F portfolio, value $71,062,957.

    13F-HR 0001727599-25-000005 filed by Dynasty 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 753,522 shares
    Change vs previous 13F +169,497 shares

    0.64% of the 13F portfolio, value $37,306,848.

    13F-HR 0001727599-25-000002 filed by Dynasty 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 584,025 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $29,026,018.

    13F-HR 0001727599-24-000006 filed by Dynasty Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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