Skip to content
Disclosery

Florida Trust Wealth Management Co: IAU position timeline

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

Florida Trust Wealth Management Co held 19,990 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,990 shares
    Change vs previous 13F +199 shares

    0.04% of the 13F portfolio, value $1,509,369.

    13F-HR 0001651023-26-000004 filed by Florida Trust Wealth Management Co
    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 19,791 shares
    Change vs previous 13F +283 shares

    0.05% of the 13F portfolio, value $1,744,686.

    13F-HR 0001651023-26-000002 filed by Florida Trust Wealth Management Co
    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 19,508 shares
    Change vs previous 13F -211 shares

    0.04% of the 13F portfolio, value $1,583,383.

    13F-HR 0001651023-26-000001 filed by Florida Trust Wealth Management Co
    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 19,719 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,434,879.

    13F-HR 0001651023-25-000007 filed by Florida Trust Wealth Management Co
    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 19,719 shares
    Change vs previous 13F +2,415 shares

    0.04% of the 13F portfolio, value $1,229,614.

    13F-HR 0001651023-25-000006 filed by Florida Trust Wealth Management Co
    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 17,304 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,020,185.

    13F-HR 0001651023-25-000002 filed by Florida Trust Wealth Management Co
    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 17,304 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $856,672.

    13F-HR 0001651023-25-000001 filed by Florida Trust Wealth Management Co
    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 17,304 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $859,959.

    13F-HR 0001651023-24-000006 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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