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Evercore Wealth Management, LLC: IAU position timeline

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

Evercore Wealth Management, LLC held 627,964 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 627,964 shares
    Change vs previous 13F +7,332 shares

    0.67% of the 13F portfolio, value $47,417,562.

    13F-HR 0001172661-26-003500 filed by Evercore 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 620,632 shares
    Change vs previous 13F -5,087 shares

    0.86% of the 13F portfolio, value $54,714,917.

    13F-HR 0001172661-26-002269 filed by Evercore 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 625,719 shares
    Change vs previous 13F +6,224 shares

    0.74% of the 13F portfolio, value $50,789,611.

    13F-HR 0001172661-26-000920 filed by Evercore 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 619,495 shares
    Change vs previous 13F -16,460 shares

    0.66% of the 13F portfolio, value $45,080,651.

    13F-HR 0001172661-25-004885 filed by Evercore 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 635,955 shares
    Change vs previous 13F +4,735 shares

    0.62% of the 13F portfolio, value $39,658,154.

    13F-HR 0001172661-25-003437 filed by Evercore 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 631,220 shares
    Change vs previous 13F -17,378 shares

    0.6% of the 13F portfolio, value $37,216,731.

    13F-HR 0001172661-25-002000 filed by Evercore 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 648,598 shares
    Change vs previous 13F -4,762 shares

    0.48% of the 13F portfolio, value $32,112,087.

    13F-HR 0001172661-25-000946 filed by Evercore 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 653,360 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $32,471,992.

    13F-HR 0001172661-24-004741 filed by Evercore Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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