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Integrated Wealth Concepts LLC: BGLD position timeline

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

Integrated Wealth Concepts LLC held 55,507 BGLD shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 55,507 shares
    Change vs previous 13F -7,091 shares

    0.01% of the 13F portfolio, value $904,207.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 62,598 shares
    Change vs previous 13F +21,270 shares

    0.01% of the 13F portfolio, value $1,072,938.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts 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 41,328 shares
    Change vs previous 13F +4,657 shares

    0.01% of the 13F portfolio, value $707,124.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts 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 36,671 shares
    Change vs previous 13F +19,723 shares

    0.01% of the 13F portfolio, value $873,708.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts 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 16,948 shares
    Change vs previous 13F +1,141 shares

    <0.01% of the 13F portfolio, value $363,852.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts 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 15,807 shares
    Change vs previous 13F +491 shares

    <0.01% of the 13F portfolio, value $332,104.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts 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 15,316 shares
    Change vs previous 13F +991 shares

    <0.01% of the 13F portfolio, value $281,125.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts 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 14,325 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $323,181.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

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