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Horizons Wealth Management: IAU position timeline

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

Horizons Wealth Management held 1,039 IAU shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,039 shares
    Change vs previous 13F -721 shares

    0.05% of the 13F portfolio, value $81,146.

    13F-HR 0001943228-26-000003 filed by Horizons Wealth Management
    Accepted , ingested

  2. period ended2026-03-31
    13F 1,760 shares
    Change vs previous 13F -159 shares

    0.1% of the 13F portfolio, value $155,162.

    13F-HR 0001943228-26-000002 filed by Horizons Wealth 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 1,919 shares
    Change vs previous 13F -160 shares

    0.1% of the 13F portfolio, value $155,765.

    13F-HR 0001943228-26-000001 filed by Horizons Wealth 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 2,079 shares
    Change vs previous 13F -137 shares

    0.1% of the 13F portfolio, value $151,289.

    13F-HR 0001943228-25-000005 filed by Horizons Wealth 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 2,216 shares
    Change vs previous 13F -83 shares

    0.1% of the 13F portfolio, value $138,190.

    13F-HR 0001943228-25-000003 filed by Horizons Wealth 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 2,299 shares
    Change vs previous 13F -73 shares

    0.1% of the 13F portfolio, value $135,549.

    13F-HR 0001943228-25-000002 filed by Horizons Wealth 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 2,372 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $117,438.

    13F-HR 0001943228-25-000001 filed by Horizons Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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