Skip to content
Disclosery

GeoWealth Management, LLC: IAU position timeline

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

GeoWealth Management, LLC held 3,758 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,758 shares
    Change vs previous 13F -812 shares

    0.01% of the 13F portfolio, value $283,759.

    13F-HR 0001593387-26-000006 filed by GeoWealth 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 4,570 shares
    Change vs previous 13F -4,284 shares

    0.01% of the 13F portfolio, value $402,888.

    13F-HR 0001593387-26-000004 filed by GeoWealth 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 8,854 shares
    Change vs previous 13F -15,090 shares

    0.03% of the 13F portfolio, value $718,697.

    13F-HR 0001593387-26-000002 filed by GeoWealth 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 23,944 shares
    Change vs previous 13F +13,511 shares

    0.06% of the 13F portfolio, value $1,742,374.

    13F-HR 0001593387-25-000007 filed by GeoWealth 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 10,433 shares
    Change vs previous 13F -1,274 shares

    0.03% of the 13F portfolio, value $650,600.

    13F-HR 0001593387-25-000006 filed by GeoWealth 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 11,707 shares
    Change vs previous 13F +2,927 shares

    0.03% of the 13F portfolio, value $690,244.

    13F-HR 0001593387-25-000004 filed by GeoWealth 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 8,780 shares
    Change vs previous 13F +1,584 shares

    0.01% of the 13F portfolio, value $434,697.

    13F-HR 0001593387-25-000002 filed by GeoWealth 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 7,196 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $357,642.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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