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Gerber Kawasaki Wealth & Investment Management: IAU position timeline

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

Gerber Kawasaki Wealth & Investment Management held 109,489 IAU shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 109,489 shares
    Change vs previous 13F -17,031 shares

    0.22% of the 13F portfolio, value $8,267,528.

    13F-HR 0001666736-26-000007 filed by Gerber Kawasaki Wealth & Investment Management
    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 126,520 shares
    Change vs previous 13F +103,473 shares

    0.36% of the 13F portfolio, value $11,154,001.

    13F-HR 0001666736-26-000005 filed by Gerber Kawasaki Wealth & Investment Management
    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 23,047 shares
    Change vs previous 13F -108,874 shares

    0.07% of the 13F portfolio, value $1,877,273.

    13F-HR 0001666736-26-000003 filed by Gerber Kawasaki Wealth & Investment Management
    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 131,921 shares
    Change vs previous 13F +4,205 shares

    0.33% of the 13F portfolio, value $9,599,905.

    13F-HR 0001666736-25-000014 filed by Gerber Kawasaki Wealth & Investment Management
    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 127,716 shares
    Change vs previous 13F +11,793 shares

    0.31% of the 13F portfolio, value $7,964,366.

    13F-HR 0001666736-25-000008 filed by Gerber Kawasaki Wealth & Investment Management
    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 115,923 shares
    Change vs previous 13F +34,879 shares

    0.31% of the 13F portfolio, value $6,834,820.

    13F-HR 0001666736-25-000006 filed by Gerber Kawasaki Wealth & Investment Management
    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 81,044 shares
    Change vs previous 13F +4,413 shares

    0.17% of the 13F portfolio, value $4,012,500.

    13F-HR 0001666736-25-000004 filed by Gerber Kawasaki Wealth & Investment Management
    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 76,631 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,808,569.

    13F-HR 0001666736-24-000012 filed by Gerber Kawasaki Wealth & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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