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Disclosery

HB Wealth Management, LLC: IAU position timeline

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

HB Wealth Management, LLC held 208,539 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 208,539 shares
    Change vs previous 13F +2,122 shares

    0.09% of the 13F portfolio, value $15,746,780.

    13F-HR 0001172661-26-002920 filed by HB 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 206,417 shares
    Change vs previous 13F -419 shares

    0.12% of the 13F portfolio, value $18,197,723.

    13F-HR 0001172661-26-001543 filed by HB 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 206,836 shares
    Change vs previous 13F -548 shares

    0.11% of the 13F portfolio, value $16,788,878.

    13F-HR 0001172661-26-000353 filed by HB 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 207,384 shares
    Change vs previous 13F +2,729 shares

    0.1% of the 13F portfolio, value $15,091,334.

    13F-HR 0001172661-25-004398 filed by HB 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 204,655 shares
    Change vs previous 13F +8,621 shares

    0.1% of the 13F portfolio, value $12,762,286.

    13F-HR 0001172661-25-002644 filed by HB 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 196,034 shares
    Change vs previous 13F +116,067 shares

    0.1% of the 13F portfolio, value $11,558,165.

    13F-HR 0001172661-25-001594 filed by HB 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 79,967 shares
    Change vs previous 13F +8,110 shares

    0.04% of the 13F portfolio, value $3,959,166.

    13F-HR 0001172661-25-000193 filed by HB 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 71,857 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,571,293.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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