Skip to content
Disclosery

EVOLVE PRIVATE WEALTH, LLC: IAU position timeline

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

EVOLVE PRIVATE WEALTH, LLC held 265,660 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 265,660 shares
    Change vs previous 13F +25,099 shares

    1.23% of the 13F portfolio, value $20,059,949.

    13F-HR 0001951757-26-001250 filed by EVOLVE PRIVATE WEALTH, 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 240,561 shares
    Change vs previous 13F -19,774 shares

    1.13% of the 13F portfolio, value $21,207,858.

    13F-HR 0001951757-26-000621 filed by EVOLVE PRIVATE 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 ended2025-12-31
    13F 260,335 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $21,131,351.

    13F-HR 0001951757-26-000467 filed by EVOLVE PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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