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EQ WEALTH ADVISORS, LLC: IAU position timeline

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

EQ WEALTH ADVISORS, LLC held 48,294 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,294 shares
    Change vs previous 13F -3,371 shares

    2% of the 13F portfolio, value $3,646,680.

    13F-HR 0001986152-26-000095 filed by EQ WEALTH ADVISORS, 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 51,665 shares
    Change vs previous 13F -8,851 shares

    2.66% of the 13F portfolio, value $4,554,786.

    13F-HR 0001986152-26-000052 filed by EQ WEALTH ADVISORS, 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 60,516 shares
    Change vs previous 13F -641 shares

    2.9% of the 13F portfolio, value $4,912,084.

    13F-HR 0001986152-26-000004 filed by EQ WEALTH ADVISORS, 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 61,157 shares
    Change vs previous 13F -911 shares

    2.92% of the 13F portfolio, value $4,450,395.

    13F-HR 0002047572-25-000002 filed by EQ WEALTH ADVISORS, 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 62,068 shares
    Change vs previous 13F -9,584 shares

    2.64% of the 13F portfolio, value $3,870,560.

    13F-HR 0001986152-25-000049 filed by EQ WEALTH ADVISORS, 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 71,652 shares
    Change vs previous 13F -2,156 shares

    3.37% of the 13F portfolio, value $4,224,602.

    13F-HR 0001986152-25-000029 filed by EQ WEALTH ADVISORS, 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 73,808 shares
    Change vs previous 13F not available

    3.51% of the 13F portfolio, value $3,654,234.

    13F-HR 0001986152-25-000006 filed by EQ WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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