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Global Wealth Strategies & Associates: IAU position timeline

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

Global Wealth Strategies & Associates held 131,360 IAU shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 131,360 shares
    Change vs previous 13F +5,042 shares

    1.88% of the 13F portfolio, value $10,259,216.

    13F-HR 0001912297-26-000005 filed by Global Wealth Strategies & Associates
    Accepted , ingested

  2. period ended2026-06-30
    13F 126,318 shares
    Change vs previous 13F +6,377 shares

    1.81% of the 13F portfolio, value $9,538,272.

    13F-HR 0001912297-26-000003 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 119,941 shares
    Change vs previous 13F +4,497 shares

    2.6% of the 13F portfolio, value $10,573,999.

    13F-HR 0001912297-26-000002 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 115,444 shares
    Change vs previous 13F -569 shares

    2.34% of the 13F portfolio, value $9,370,589.

    13F-HR 0001912297-26-000001 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 116,013 shares
    Change vs previous 13F +179 shares

    2.17% of the 13F portfolio, value $8,442,266.

    13F-HR 0001912297-25-000006 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 115,834 shares
    Change vs previous 13F -12,082 shares

    2.07% of the 13F portfolio, value $7,223,408.

    13F-HR 0001912297-25-000004 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 127,916 shares
    Change vs previous 13F -5,586 shares

    2.29% of the 13F portfolio, value $7,541,927.

    13F-HR 0001912297-25-000003 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 133,502 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $6,609,684.

    13F-HR 0001912297-25-000001 filed by Global Wealth Strategies & Associates
    Filed (acceptance time not in the bulk data set), ingested

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