Skip to content
Disclosery

Global Wealth Management, LLC: IAU position timeline

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

Global Wealth Management, LLC held 54,283 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,283 shares
    Change vs previous 13F +317 shares

    2.09% of the 13F portfolio, value $4,098,909.

    13F-HR 0002039738-26-000003 filed by Global 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 53,966 shares
    Change vs previous 13F +3,883 shares

    2.59% of the 13F portfolio, value $4,757,643.

    13F-HR 0002039738-26-000002 filed by Global 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 50,083 shares
    Change vs previous 13F +31,595 shares

    2.19% of the 13F portfolio, value $4,065,237.

    13F-HR 0002039738-26-000001 filed by Global 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 18,488 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $1,345,372.

    13F-HR 0002039738-25-000008 filed by Global 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 18,488 shares
    Change vs previous 13F +430 shares

    0.64% of the 13F portfolio, value $1,165,668.

    13F-HR 0002039738-25-000003 filed by Global 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 18,058 shares
    Change vs previous 13F +545 shares

    0.61% of the 13F portfolio, value $1,064,700.

    13F-HR 0002039738-25-000002 filed by Global 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 17,513 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $867,069.

    13F-HR 0002039738-25-000001 filed by Global Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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