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Integrated Wealth Concepts LLC: IAU position timeline

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

Integrated Wealth Concepts LLC held 258,407 IAU 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 258,407 shares
    Change vs previous 13F -56,675 shares

    0.13% of the 13F portfolio, value $19,512,432.

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

  2. period ended2026-03-31
    13F 315,082 shares
    Change vs previous 13F -39,441 shares

    0.22% of the 13F portfolio, value $27,777,628.

    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 354,523 shares
    Change vs previous 13F +19,754 shares

    0.34% of the 13F portfolio, value $28,776,640.

    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 334,769 shares
    Change vs previous 13F +28,133 shares

    0.22% of the 13F portfolio, value $24,361,138.

    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 306,636 shares
    Change vs previous 13F -17,871 shares

    0.19% of the 13F portfolio, value $19,121,823.

    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 324,507 shares
    Change vs previous 13F +233,936 shares

    0.22% of the 13F portfolio, value $19,132,970.

    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 90,571 shares
    Change vs previous 13F +37,432 shares

    0.05% of the 13F portfolio, value $4,484,161.

    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 53,139 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,640,995.

    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).