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Forza Wealth Management, LLC: IAU position timeline

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

Forza Wealth Management, LLC held 216,851 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 216,851 shares
    Change vs previous 13F +19,448 shares

    5.02% of the 13F portfolio, value $16,374,419.

    13F-HR 0001963030-26-000003 filed by Forza 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 197,403 shares
    Change vs previous 13F -11,360 shares

    6.05% of the 13F portfolio, value $17,403,048.

    13F-HR 0001963030-26-000002 filed by Forza 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 208,763 shares
    Change vs previous 13F -18,198 shares

    6.13% of the 13F portfolio, value $16,945,293.

    13F-HR 0001963030-26-000001 filed by Forza 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 226,961 shares
    Change vs previous 13F -1,350 shares

    6.33% of the 13F portfolio, value $16,515,952.

    13F-HR 0001963030-25-000012 filed by Forza 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 228,311 shares
    Change vs previous 13F +320 shares

    5.84% of the 13F portfolio, value $14,237,474.

    13F-HR 0001963030-25-000005 filed by Forza 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 227,991 shares
    Change vs previous 13F +15,151 shares

    6.04% of the 13F portfolio, value $13,442,349.

    13F-HR 0001963030-25-000003 filed by Forza 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 212,840 shares
    Change vs previous 13F +2,373 shares

    4.8% of the 13F portfolio, value $10,537,708.

    13F-HR 0001963030-25-000001 filed by Forza 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 210,467 shares
    Change vs previous 13F not available

    4.79% of the 13F portfolio, value $10,460,210.

    13F-HR 0001963030-24-000006 filed by Forza Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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