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HORAN Wealth, LLC: IAU position timeline

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

HORAN Wealth, LLC held 30,471 IAU shares at 2026-06-30 per its 13F-HR/A filed 2026-08-26.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 30,471 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $2,300,866.

    13F-HR/A 0002072569-26-000007 filed by HORAN Wealth, 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 30,471 shares
    Change vs previous 13F +14,786 shares

    0.26% of the 13F portfolio, value $2,686,324.

    13F-HR 0002072569-26-000003 filed by HORAN Wealth, 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 15,685 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,273,152.

    13F-HR 0002072569-26-000001 filed by HORAN Wealth, 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 15,685 shares
    Change vs previous 13F +300 shares

    0.18% of the 13F portfolio, value $1,141,398.

    13F-HR 0002072569-25-000001 filed by HORAN Wealth, 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 15,385 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $959,409.

    13F-HR 0001671623-25-000004 filed by HORAN Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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